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 | $60,294 | $97,757-38.3% | $83,848-28.1% | $135,375-55.5% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | 9.87% | 1287.37%-1277.5pp | 850.88%-841.0pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,354 | $4,222-44.2% | $3,631-35.2% | $4,779-50.7% |
| Participant deferral / active EE | $1,843 | $4,682-60.6% | $4,082-54.8% | $5,609-67.1% |
| Admin fee / account holder | $598 | $6,674-91.0% | $5,478-89.1% | $10,827-94.5% |