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 | $20,583 | $70,606-70.8% | $53,898-61.8% | $142,382-85.5% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 20.32% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,060 | $1,202-11.9% | $932+13.7% | $4,299-75.4% |
| Participant deferral / active EE | $3,282 | $2,364+38.8% | $1,826+79.7% | $6,507-49.6% |
| Admin fee / account holder | $1,149 | $2,852-59.7% | $2,491-53.9% | $12,624-90.9% |