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 | $69,029 | $57,281+20.5% | $86,612-20.3% | $75,163-8.2% |
| Participation rate | 11.1% | 63.2%-52.1pp | 71.7%-60.6pp | 67.2%-56.1pp |
| Annual return | 18.86% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.8pp |
| Employer contribution / active EE | $341 | $2,314-85.3% | $3,022-88.7% | $2,670-87.2% |
| Participant deferral / active EE | $989 | $3,318-70.2% | $4,438-77.7% | $4,125-76.0% |
| Admin fee / account holder | $586 | $4,112-85.7% | $5,614-89.6% | $5,651-89.6% |