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 | $28,344 | $82,630-65.7% | $64,105-55.8% | $125,391-77.4% |
| Participation rate | 68.8% | 75.9%-7.1pp | 68.2%+0.6pp | 83.2%-14.4pp |
| Annual return | 1.63% | 1489.72%-1488.1pp | 791.24%-789.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,078 | $2,671-59.6% | $1,820-40.7% | $4,866-77.8% |
| Participant deferral / active EE | $1,402 | $3,608-61.2% | $2,822-50.3% | $5,352-73.8% |
| Admin fee / account holder | $905 | $6,382-85.8% | $4,499-79.9% | $9,540-90.5% |