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 | $30,966 | $54,541-43.2% | $78,778-60.7% | $70,131-55.8% |
| Participation rate | 60.8% | 60.8%0pp | 69.2%-8.4pp | 69.5%-8.8pp |
| Annual return | 105.50% | 21.07%+84.4pp | 35.62%+69.9pp | 73.14%+32.4pp |
| Employer contribution / active EE | $373 | $1,089-65.7% | $1,986-81.2% | $2,342-84.1% |
| Participant deferral / active EE | $2,056 | $2,210-7.0% | $2,958-30.5% | $3,332-38.3% |
| Admin fee / account holder | $1,838 | $3,709-50.4% | $5,134-64.2% | $4,645-60.4% |