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 | $56,727 | $202,318-72.0% | $172,739-67.2% | $152,861-62.9% |
| Participation rate | 65.0% | 87.1%-22.1pp | 82.6%-17.6pp | 82.4%-17.4pp |
| Annual return | 13.03% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $2,722 | $5,856-53.5% | $5,143-47.1% | $4,762-42.8% |
| Participant deferral / active EE | $4,544 | $5,948-23.6% | $5,198-12.6% | $5,850-22.3% |
| Admin fee / account holder | $879 | $17,109-94.9% | $13,954-93.7% | $11,596-92.4% |