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 | $18,726 | $27,915-32.9% | $58,482-68.0% | $75,163-75.1% |
| Participation rate | 22.8% | 38.8%-16.0pp | 50.9%-28.0pp | 67.2%-44.4pp |
| Annual return | 37.32% | 44.20%-6.9pp | 4239.32%-4202.0pp | 160.62%-123.3pp |
| Employer contribution / active EE | $313 | $669-53.3% | $1,053-70.3% | $2,670-88.3% |
| Participant deferral / active EE | $652 | $1,201-45.8% | $1,924-66.1% | $4,125-84.2% |
| Admin fee / account holder | $793 | $1,726-54.1% | $2,516-68.5% | $5,651-86.0% |