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 | $25,733 | $72,400-64.5% | $67,502-61.9% | $145,922-82.4% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.5pp | 80.3%-46.9pp |
| Annual return | 13.36% | 7182.46%-7169.1pp | 3512.12%-3498.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,235 | $3,069-59.8% | $2,731-54.8% | $4,660-73.5% |
| Participant deferral / active EE | $1,870 | $4,783-60.9% | $4,000-53.2% | $6,688-72.0% |
| Admin fee / account holder | $3,189 | $5,539-42.4% | $3,998-20.2% | $13,397-76.2% |