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 | $30,815 | $169,032-81.8% | $129,207-76.2% | $145,922-78.9% |
| Participation rate | 52.2% | 76.4%-24.3pp | 69.6%-17.4pp | 80.3%-28.1pp |
| Annual return | 16.16% | 14330.11%-14314.0pp | 9417.33%-9401.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $335 | $5,537-93.9% | $4,153-91.9% | $4,660-92.8% |
| Participant deferral / active EE | $2,318 | $4,987-53.5% | $4,168-44.4% | $6,688-65.3% |
| Admin fee / account holder | $1,028 | $9,954-89.7% | $7,715-86.7% | $13,397-92.3% |