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 | $33,969 | $48,570-30.1% | $130,648-74.0% | $72,985-53.5% |
| Participation rate | 40.2% | 58.6%-18.4pp | 71.7%-31.5pp | 69.5%-29.3pp |
| Annual return | 23.59% | 38.63%-15.0pp | 1708.96%-1685.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $762 | $1,334-42.9% | $4,092-81.4% | $2,440-68.8% |
| Participant deferral / active EE | $1,301 | $2,384-45.4% | $3,603-63.9% | $3,607-63.9% |
| Admin fee / account holder | $711 | $3,549-80.0% | $5,464-87.0% | $5,124-86.1% |