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 | $38,135 | $99,020-61.5% | $86,590-56.0% | $147,584-74.2% |
| Participation rate | 18.8% | 76.3%-57.6pp | 73.5%-54.8pp | 82.8%-64.1pp |
| Annual return | 13.15% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $217 | $3,132-93.1% | $2,839-92.4% | $4,876-95.6% |
| Participant deferral / active EE | $917 | $3,972-76.9% | $3,609-74.6% | $5,439-83.1% |
| Admin fee / account holder | $27,846 | $5,710+387.6% | $4,906+467.6% | $10,885+155.8% |