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 | $33,469 | $156,846-78.7% | $121,098-72.4% | $139,434-76.0% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 10.72% | 1474.56%-1463.8pp | 985.75%-975.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $600 | $5,536-89.2% | $4,164-85.6% | $4,751-87.4% |
| Participant deferral / active EE | $1,290 | $4,844-73.4% | $4,080-68.4% | $6,710-80.8% |
| Admin fee / account holder | $2,700 | $6,946-61.1% | $5,644-52.2% | $11,403-76.3% |