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 | $38,698 | $176,662-78.1% | $130,648-70.4% | $152,861-74.7% |
| Participation rate | 54.5% | 79.0%-24.4pp | 71.7%-17.2pp | 82.4%-27.9pp |
| Annual return | 23.55% | 2692.24%-2668.7pp | 1708.96%-1685.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,115 | $5,742-80.6% | $4,092-72.7% | $4,762-76.6% |
| Participant deferral / active EE | $3,880 | $4,361-11.0% | $3,603+7.7% | $5,850-33.7% |
| Admin fee / account holder | $1,601 | $7,133-77.6% | $5,464-70.7% | $11,596-86.2% |