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 | $30,324 | $49,922-39.3% | $80,569-62.4% | $75,163-59.7% |
| Participation rate | 31.6% | 55.3%-23.7pp | 67.0%-35.4pp | 67.2%-35.6pp |
| Annual return | 15.97% | 34.69%-18.7pp | 935.43%-919.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $970 | $1,698-42.9% | $2,723-64.4% | $2,670-63.7% |
| Participant deferral / active EE | $971 | $2,990-67.5% | $4,447-78.2% | $4,125-76.5% |
| Admin fee / account holder | $2,185 | $3,577-38.9% | $5,377-59.4% | $5,651-61.3% |