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 | $32,186 | $99,020-67.5% | $86,590-62.8% | $147,584-78.2% |
| Participation rate | 31.8% | 76.3%-44.5pp | 73.5%-41.7pp | 82.8%-51.0pp |
| Annual return | 40.26% | 1312.34%-1272.1pp | 964.84%-924.6pp | 578.55%-538.3pp |
| Employer contribution / active EE | $1,309 | $3,132-58.2% | $2,839-53.9% | $4,876-73.1% |
| Participant deferral / active EE | $3,773 | $3,972-5.0% | $3,609+4.5% | $5,439-30.6% |
| Admin fee / account holder | $3,296 | $5,710-42.3% | $4,906-32.8% | $10,885-69.7% |