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 | $117,808 | $176,662-33.3% | $130,648-9.8% | $152,861-22.9% |
| Participation rate | 54.2% | 79.0%-24.8pp | 71.7%-17.6pp | 82.4%-28.3pp |
| Annual return | 16.81% | 2692.24%-2675.4pp | 1708.96%-1692.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $664 | $5,742-88.4% | $4,092-83.8% | $4,762-86.1% |
| Participant deferral / active EE | $1,492 | $4,361-65.8% | $3,603-58.6% | $5,850-74.5% |
| Admin fee / account holder | $2,136 | $7,133-70.1% | $5,464-60.9% | $11,596-81.6% |