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 | $19,718 | $81,625-75.8% | $58,482-66.3% | $139,434-85.9% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 9.66% | 7404.20%-7394.5pp | 4239.32%-4229.7pp | 372.94%-363.3pp |
| Employer contribution / active EE | $606 | $1,398-56.6% | $1,053-42.4% | $4,751-87.2% |
| Participant deferral / active EE | $830 | $2,557-67.5% | $1,924-56.9% | $6,710-87.6% |
| Admin fee / account holder | $358 | $3,265-89.0% | $2,516-85.8% | $11,403-96.9% |