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 | $21,126 | $100,852-79.1% | $90,404-76.6% | $158,922-86.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 21.99% | 1724.20%-1702.2pp | 1293.02%-1271.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,808 | $3,689-51.0% | $3,262-44.6% | $4,761-62.0% |
| Participant deferral / active EE | $6,793 | $4,348+56.2% | $3,963+71.4% | $5,982+13.5% |
| Admin fee / account holder | $2,283 | $6,501-64.9% | $5,611-59.3% | $11,246-79.7% |