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 | $69,520 | $185,200-62.5% | $142,863-51.3% | $167,490-58.5% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 18.69% | 8555.70%-8537.0pp | 5637.54%-5618.8pp | 478.56%-459.9pp |
| Employer contribution / active EE | $900 | $5,604-83.9% | $4,144-78.3% | $4,837-81.4% |
| Participant deferral / active EE | $1,620 | $4,494-64.0% | $3,837-57.8% | $6,341-74.5% |
| Admin fee / account holder | $426 | $8,031-94.7% | $6,560-93.5% | $12,309-96.5% |