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 | $72,336 | $49,173+47.1% | $121,098-40.3% | $75,163-3.8% |
| Participation rate | 16.7% | 55.4%-38.7pp | 69.5%-52.8pp | 67.2%-50.5pp |
| Annual return | 17.47% | 55.99%-38.5pp | 985.75%-968.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $349 | $1,546-77.4% | $4,164-91.6% | $2,670-86.9% |
| Participant deferral / active EE | $1,060 | $2,628-59.7% | $4,080-74.0% | $4,125-74.3% |
| Admin fee / account holder | $753 | $3,942-80.9% | $5,644-86.7% | $5,651-86.7% |