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 | $36,572 | $70,606-48.2% | $53,898-32.1% | $142,382-74.3% |
| Participation rate | 26.3% | 63.7%-37.4pp | 55.0%-28.6pp | 80.1%-53.8pp |
| Annual return | 9.55% | 619.81%-610.3pp | 528.60%-519.1pp | 217.08%-207.5pp |
| Employer contribution / active EE | $473 | $1,202-60.7% | $932-49.3% | $4,299-89.0% |
| Participant deferral / active EE | $945 | $2,364-60.0% | $1,826-48.2% | $6,507-85.5% |
| Admin fee / account holder | $486 | $2,852-82.9% | $2,491-80.5% | $12,624-96.1% |