See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,636 | $156,846-67.7% | $121,098-58.2% | $139,434-63.7% |
| Participation rate | 61.5% | 76.4%-14.9pp | 69.5%-7.9pp | 80.3%-18.8pp |
| Annual return | 19.05% | 1474.56%-1455.5pp | 985.75%-966.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,217 | $4,844-54.2% | $4,080-45.7% | $6,710-67.0% |
| Admin fee / account holder | $2,376 | $6,946-65.8% | $5,644-57.9% | $11,403-79.2% |