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 | $28,339 | $105,998-73.3% | $92,233-69.3% | $147,584-80.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 21.73% | 50.05%-28.3pp | 176.28%-154.6pp | 578.55%-556.8pp |
| Employer contribution / active EE | $783 | $4,333-81.9% | $3,679-78.7% | $4,876-84.0% |
| Participant deferral / active EE | $1,217 | $4,478-72.8% | $3,897-68.8% | $5,439-77.6% |
| Admin fee / account holder | $710 | $6,332-88.8% | $5,194-86.3% | $10,885-93.5% |