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 | $69,982 | $156,846-55.4% | $121,098-42.2% | $139,434-49.8% |
| Participation rate | 35.3% | 76.4%-41.1pp | 69.5%-34.2pp | 80.3%-45.0pp |
| Annual return | 18.17% | 1474.56%-1456.4pp | 985.75%-967.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $848 | $5,536-84.7% | $4,164-79.6% | $4,751-82.2% |
| Participant deferral / active EE | $1,566 | $4,844-67.7% | $4,080-61.6% | $6,710-76.7% |
| Admin fee / account holder | $390 | $6,946-94.4% | $5,644-93.1% | $11,403-96.6% |