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 | $30,669 | $85,766-64.2% | $136,294-77.5% | $70,131-56.3% |
| Participation rate | 50.8% | 74.2%-23.3pp | 81.9%-31.1pp | 69.5%-18.7pp |
| Annual return | 23.78% | 31.45%-7.7pp | 5155.94%-5132.2pp | 73.14%-49.4pp |
| Employer contribution / active EE | $1,312 | $2,966-55.8% | $4,695-72.1% | $2,342-44.0% |
| Participant deferral / active EE | $2,831 | $5,051-43.9% | $6,247-54.7% | $3,332-15.0% |
| Admin fee / account holder | $612 | $5,420-88.7% | $9,243-93.4% | $4,645-86.8% |