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 | $95,814 | $114,047-16.0% | $96,139-0.3% | $167,490-42.8% |
| Participation rate | 35.7% | 75.1%-39.3pp | 68.4%-32.7pp | 82.1%-46.4pp |
| Annual return | 13.53% | 189.88%-176.3pp | 191.94%-178.4pp | 478.56%-465.0pp |
| Employer contribution / active EE | $826 | $3,427-75.9% | $2,797-70.5% | $4,837-82.9% |
| Participant deferral / active EE | $1,651 | $5,194-68.2% | $4,349-62.0% | $6,341-74.0% |
| Admin fee / account holder | $10,694 | $6,897+55.1% | $5,537+93.1% | $12,309-13.1% |