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 | $37,359 | $102,966-63.7% | $90,281-58.6% | $152,861-75.6% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 28.37% | 95.16%-66.8pp | 78.10%-49.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $659 | $3,139-79.0% | $2,854-76.9% | $4,762-86.2% |
| Participant deferral / active EE | $2,418 | $4,281-43.5% | $3,885-37.8% | $5,850-58.7% |
| Admin fee / account holder | $8,865 | $6,171+43.7% | $5,351+65.7% | $11,596-23.6% |