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 | $35,507 | $109,817-67.7% | $98,442-63.9% | $167,490-78.8% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 15.64% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,212 | $3,224-31.4% | $2,960-25.3% | $4,837-54.3% |
| Participant deferral / active EE | $2,935 | $4,673-37.2% | $4,276-31.4% | $6,341-53.7% |
| Admin fee / account holder | $1,420 | $6,753-79.0% | $5,949-76.1% | $12,309-88.5% |