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 | $37,352 | $176,662-78.9% | $130,648-71.4% | $152,861-75.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 23.83% | 2692.24%-2668.4pp | 1708.96%-1685.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,277 | $5,742-77.8% | $4,092-68.8% | $4,762-73.2% |
| Participant deferral / active EE | $2,680 | $4,361-38.5% | $3,603-25.6% | $5,850-54.2% |
| Admin fee / account holder | $484 | $7,133-93.2% | $5,464-91.2% | $11,596-95.8% |