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 | $45,128 | $105,998-57.4% | $92,233-51.1% | $147,584-69.4% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 19.13% | 50.05%-30.9pp | 176.28%-157.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $887 | $4,333-79.5% | $3,679-75.9% | $4,876-81.8% |
| Participant deferral / active EE | $1,921 | $4,478-57.1% | $3,897-50.7% | $5,439-64.7% |
| Admin fee / account holder | $1,225 | $6,332-80.7% | $5,194-76.4% | $10,885-88.7% |