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 | $57,745 | $171,865-66.4% | $149,718-61.4% | $147,584-60.9% |
| Participation rate | 53.3% | 88.2%-34.9pp | 87.1%-33.7pp | 82.8%-29.5pp |
| Annual return | 18.50% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,602 | $6,275-74.5% | $5,445-70.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,848 | $7,271-60.8% | $6,569-56.6% | $5,439-47.6% |
| Admin fee / account holder | $1,581 | $13,799-88.5% | $11,283-86.0% | $10,885-85.5% |