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 | $53,652 | $58,927-9.0% | $76,817-30.2% | $72,985-26.5% |
| Participation rate | 13.8% | 67.3%-53.5pp | 72.1%-58.3pp | 69.5%-55.7pp |
| Annual return | 22.21% | 2305.64%-2283.4pp | 1166.11%-1143.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $436 | $1,787-75.6% | $2,302-81.1% | $2,440-82.1% |
| Participant deferral / active EE | $1,881 | $2,690-30.1% | $3,336-43.6% | $3,607-47.9% |
| Admin fee / account holder | $2,833 | $4,013-29.4% | $6,420-55.9% | $5,124-44.7% |