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 | $35,768 | $158,398-77.4% | $126,539-71.7% | $142,382-74.9% |
| Participation rate | 28.6% | 75.8%-47.2pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 12.97% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $80 | $4,650-98.3% | $3,674-97.8% | $4,299-98.1% |
| Participant deferral / active EE | $796 | $4,767-83.3% | $4,083-80.5% | $6,507-87.8% |
| Admin fee / account holder | $19,976 | $6,918+188.7% | $6,065+229.4% | $12,624+58.2% |