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 | $21,882 | $81,625-73.2% | $58,482-62.6% | $139,434-84.3% |
| Participation rate | 46.7% | 61.3%-14.7pp | 50.9%-4.2pp | 80.3%-33.7pp |
| Annual return | 26.59% | 7404.20%-7377.6pp | 4239.32%-4212.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $454 | $1,398-67.5% | $1,053-56.9% | $4,751-90.4% |
| Participant deferral / active EE | $1,094 | $2,557-57.2% | $1,924-43.1% | $6,710-83.7% |
| Admin fee / account holder | $1,641 | $3,265-49.7% | $2,516-34.8% | $11,403-85.6% |