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 | $22,820 | $99,020-77.0% | $86,590-73.6% | $147,584-84.5% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 11.69% | 1312.34%-1300.6pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,012 | $3,132-67.7% | $2,839-64.4% | $4,876-79.2% |
| Participant deferral / active EE | $2,214 | $3,972-44.3% | $3,609-38.6% | $5,439-59.3% |
| Admin fee / account holder | $6,900 | $5,710+20.8% | $4,906+40.7% | $10,885-36.6% |