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 | $57,057 | $76,785-25.7% | $56,441+1.1% | $145,959-60.9% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 7.55% | 3000.51%-2993.0pp | 1704.21%-1696.7pp | 561.95%-554.4pp |
| Employer contribution / active EE | $390 | $1,381-71.7% | $1,039-62.4% | $4,661-91.6% |
| Participant deferral / active EE | $489 | $2,624-81.4% | $1,953-75.0% | $6,689-92.7% |
| Admin fee / account holder | $3,484 | $3,334+4.5% | $2,829+23.1% | $13,398-74.0% |