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 | $37,009 | $96,635-61.7% | $86,612-57.3% | $139,434-73.5% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 21.84% | 106.41%-84.6pp | 591.07%-569.2pp | 372.94%-351.1pp |
| Employer contribution / active EE | $753 | $3,263-76.9% | $3,022-75.1% | $4,751-84.2% |
| Participant deferral / active EE | $2,437 | $4,836-49.6% | $4,438-45.1% | $6,710-63.7% |
| Admin fee / account holder | $3,072 | $6,408-52.1% | $5,614-45.3% | $11,403-73.1% |