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 | $29,406 | $102,604-71.3% | $86,188-65.9% | $139,434-78.9% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.0%-11.1pp | 80.3%-22.4pp |
| Annual return | 18.40% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $985 | $3,032-67.5% | $2,380-58.6% | $4,751-79.3% |
| Participant deferral / active EE | $1,337 | $4,676-71.4% | $3,985-66.4% | $6,710-80.1% |
| Admin fee / account holder | $980 | $8,657-88.7% | $6,852-85.7% | $11,403-91.4% |