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 | $74,404 | $100,852-26.2% | $90,404-17.7% | $158,922-53.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 9.46% | 1724.20%-1714.7pp | 1293.02%-1283.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $617 | $3,689-83.3% | $3,262-81.1% | $4,761-87.0% |
| Participant deferral / active EE | $1,173 | $4,348-73.0% | $3,963-70.4% | $5,982-80.4% |
| Admin fee / account holder | $3,568 | $6,501-45.1% | $5,611-36.4% | $11,246-68.3% |