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 | $36,062 | $48,570-25.8% | $130,648-72.4% | $72,985-50.6% |
| Participation rate | 36.5% | 58.6%-22.1pp | 71.7%-35.3pp | 69.5%-33.0pp |
| Annual return | 25.49% | 38.63%-13.1pp | 1708.96%-1683.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $614 | $1,334-54.0% | $4,092-85.0% | $2,440-74.8% |
| Participant deferral / active EE | $1,350 | $2,384-43.4% | $3,603-62.5% | $3,607-62.6% |
| Admin fee / account holder | $1,534 | $3,549-56.8% | $5,464-71.9% | $5,124-70.1% |