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 | $51,452 | $171,865-70.1% | $149,718-65.6% | $147,584-65.1% |
| Participation rate | 58.8% | 88.2%-29.4pp | 87.1%-28.2pp | 82.8%-24.0pp |
| Annual return | 11.62% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,876 | $6,275-70.1% | $5,445-65.5% | $4,876-61.5% |
| Participant deferral / active EE | $2,787 | $7,271-61.7% | $6,569-57.6% | $5,439-48.7% |
| Admin fee / account holder | $935 | $13,799-93.2% | $11,283-91.7% | $10,885-91.4% |