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 | $70,362 | $108,642-35.2% | $74,701-5.8% | $152,861-54.0% |
| Participation rate | 38.1% | 65.3%-27.3pp | 54.5%-16.4pp | 82.4%-44.4pp |
| Annual return | 23.93% | 114.06%-90.1pp | 752.92%-729.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,037 | $1,503-31.0% | $1,084-4.3% | $4,762-78.2% |
| Participant deferral / active EE | $1,872 | $2,712-31.0% | $1,964-4.7% | $5,850-68.0% |
| Admin fee / account holder | $1,205 | $4,902-75.4% | $3,333-63.9% | $11,596-89.6% |