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 | $26,599 | $99,020-73.1% | $86,590-69.3% | $147,584-82.0% |
| Participation rate | 21.4% | 76.3%-54.9pp | 73.5%-52.1pp | 82.8%-61.4pp |
| Annual return | 15.81% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $692 | $3,132-77.9% | $2,839-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $1,753 | $3,972-55.9% | $3,609-51.4% | $5,439-67.8% |
| Admin fee / account holder | $715 | $5,710-87.5% | $4,906-85.4% | $10,885-93.4% |