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 | $35,970 | $99,020-63.7% | $86,590-58.5% | $147,584-75.6% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 15.16% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $492 | $3,132-84.3% | $2,839-82.7% | $4,876-89.9% |
| Participant deferral / active EE | $1,116 | $3,972-71.9% | $3,609-69.1% | $5,439-79.5% |
| Admin fee / account holder | $1,092 | $5,710-80.9% | $4,906-77.7% | $10,885-90.0% |