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 | $32,226 | $55,415-41.8% | $155,509-79.3% | $74,495-56.7% |
| Participation rate | 28.7% | 61.9%-33.2pp | 78.2%-49.4pp | 67.2%-38.5pp |
| Annual return | 14.13% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $637 | $2,267-71.9% | $4,672-86.4% | $2,623-75.7% |
| Participant deferral / active EE | $877 | $2,836-69.1% | $5,626-84.4% | $4,346-79.8% |
| Admin fee / account holder | $1,348 | $1,738-22.4% | $15,912-91.5% | $1,942-30.6% |