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 | $12,892 | $99,020-87.0% | $86,590-85.1% | $147,584-91.3% |
| Participation rate | 14.3% | 76.3%-62.1pp | 73.5%-59.3pp | 82.8%-68.5pp |
| Annual return | 23.65% | 1312.34%-1288.7pp | 964.84%-941.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $353 | $3,132-88.7% | $2,839-87.6% | $4,876-92.8% |
| Participant deferral / active EE | $1,867 | $3,972-53.0% | $3,609-48.3% | $5,439-65.7% |
| Admin fee / account holder | $15,599 | $5,710+173.2% | $4,906+218.0% | $10,885+43.3% |