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 | $37,453 | $97,757-61.7% | $83,848-55.3% | $135,375-72.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | 40.09% | 1287.37%-1247.3pp | 850.88%-810.8pp | 519.73%-479.6pp |
| Employer contribution / active EE | $1,020 | $4,222-75.8% | $3,631-71.9% | $4,779-78.7% |
| Participant deferral / active EE | $1,233 | $4,682-73.7% | $4,082-69.8% | $5,609-78.0% |
| Admin fee / account holder | $342 | $6,674-94.9% | $5,478-93.8% | $10,827-96.8% |