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 | $34,202 | $109,327-68.7% | $89,391-61.7% | $158,922-78.5% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 6.63% | 345.68%-339.0pp | 245.62%-239.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,125 | $3,170-64.5% | $2,586-56.5% | $4,761-76.4% |
| Participant deferral / active EE | $1,294 | $4,598-71.9% | $3,890-66.7% | $5,982-78.4% |
| Admin fee / account holder | $1,323 | $6,153-78.5% | $4,881-72.9% | $11,246-88.2% |