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 | $59,250 | $102,604-42.3% | $86,188-31.3% | $139,434-57.5% |
| Participation rate | 47.8% | 74.5%-26.7pp | 69.0%-21.1pp | 80.3%-32.5pp |
| Annual return | 19.39% | 1922.51%-1903.1pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,067 | $3,032-64.8% | $2,380-55.2% | $4,751-77.5% |
| Participant deferral / active EE | $1,728 | $4,676-63.0% | $3,985-56.6% | $6,710-74.2% |
| Admin fee / account holder | $8,896 | $8,657+2.8% | $6,852+29.8% | $11,403-22.0% |