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 | $38,446 | $77,634-50.5% | $156,549-75.4% | $62,891-38.9% |
| Participation rate | 30.6% | 71.2%-40.6pp | 84.0%-53.4pp | 69.3%-38.7pp |
| Annual return | 6.97% | 50.32%-43.3pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $651 | $3,444-81.1% | $5,501-88.2% | $2,281-71.5% |
| Participant deferral / active EE | $955 | $3,045-68.6% | $4,871-80.4% | $3,203-70.2% |
| Admin fee / account holder | $699 | $5,561-87.4% | $13,027-94.6% | $4,296-83.7% |