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 | $38,857 | $49,173-21.0% | $121,098-67.9% | $75,163-48.3% |
| Participation rate | 61.7% | 55.4%+6.3pp | 69.5%-7.8pp | 67.2%-5.5pp |
| Annual return | 19.59% | 55.99%-36.4pp | 985.75%-966.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $535 | $1,546-65.4% | $4,164-87.1% | $2,670-80.0% |
| Participant deferral / active EE | $1,478 | $2,628-43.7% | $4,080-63.8% | $4,125-64.2% |
| Admin fee / account holder | $861 | $3,942-78.1% | $5,644-84.7% | $5,651-84.8% |