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 5-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 | $64,974 | $100,852-35.6% | $90,404-28.1% | $158,922-59.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 18.07% | 1724.20%-1706.1pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,200 | $3,689-13.2% | $3,262-1.9% | $4,761-32.8% |
| Participant deferral / active EE | $3,200 | $4,348-26.4% | $3,963-19.3% | $5,982-46.5% |
| Admin fee / account holder | $1,378 | $6,501-78.8% | $5,611-75.4% | $11,246-87.7% |