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 | $33,240 | $70,756-53.0% | $65,493-49.2% | $142,382-76.7% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 18.43% | 1754.89%-1736.5pp | 982.45%-964.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $463 | $2,881-83.9% | $2,574-82.0% | $4,299-89.2% |
| Participant deferral / active EE | $1,103 | $4,637-76.2% | $3,961-72.2% | $6,507-83.0% |
| Admin fee / account holder | $948 | $6,559-85.6% | $5,028-81.2% | $12,624-92.5% |