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 | $31,412 | $109,327-71.3% | $89,391-64.9% | $158,922-80.2% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 30.91% | 345.68%-314.8pp | 245.62%-214.7pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,270 | $3,170-59.9% | $2,586-50.9% | $4,761-73.3% |
| Participant deferral / active EE | $2,084 | $4,598-54.7% | $3,890-46.4% | $5,982-65.2% |
| Admin fee / account holder | $12,003 | $6,153+95.1% | $4,881+145.9% | $11,246+6.7% |