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 | $51,179 | $176,662-71.0% | $130,648-60.8% | $152,861-66.5% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.4%-57.4pp |
| Annual return | 21.16% | 2692.24%-2671.1pp | 1708.96%-1687.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $387 | $5,742-93.3% | $4,092-90.5% | $4,762-91.9% |
| Participant deferral / active EE | $2,392 | $4,361-45.2% | $3,603-33.6% | $5,850-59.1% |
| Admin fee / account holder | $579 | $7,133-91.9% | $5,464-89.4% | $11,596-95.0% |