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 | $34,318 | $109,817-68.7% | $98,442-65.1% | $167,490-79.5% |
| Participation rate | 61.5% | 75.8%-14.3pp | 73.3%-11.8pp | 82.1%-20.6pp |
| Annual return | 15.10% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $413 | $3,224-87.2% | $2,960-86.1% | $4,837-91.5% |
| Participant deferral / active EE | $1,102 | $4,673-76.4% | $4,276-74.2% | $6,341-82.6% |
| Admin fee / account holder | $340 | $6,753-95.0% | $5,949-94.3% | $12,309-97.2% |