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 | $26,734 | $156,846-83.0% | $121,098-77.9% | $139,434-80.8% |
| Participation rate | 29.4% | 76.4%-47.0pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 14.35% | 1474.56%-1460.2pp | 985.75%-971.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $436 | $5,536-92.1% | $4,164-89.5% | $4,751-90.8% |
| Participant deferral / active EE | $475 | $4,844-90.2% | $4,080-88.4% | $6,710-92.9% |
| Admin fee / account holder | $9,220 | $6,946+32.7% | $5,644+63.4% | $11,403-19.1% |