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 | $68,388 | $202,318-66.2% | $172,739-60.4% | $152,861-55.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 18.38% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,954 | $5,856-66.6% | $5,143-62.0% | $4,762-59.0% |
| Participant deferral / active EE | $4,388 | $5,948-26.2% | $5,198-15.6% | $5,850-25.0% |
| Admin fee / account holder | $3,233 | $17,109-81.1% | $13,954-76.8% | $11,596-72.1% |