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 | $31,188 | $100,852-69.1% | $90,404-65.5% | $158,922-80.4% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 8.73% | 1724.20%-1715.5pp | 1293.02%-1284.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,146 | $3,689-68.9% | $3,262-64.9% | $4,761-75.9% |
| Participant deferral / active EE | $1,511 | $4,348-65.2% | $3,963-61.9% | $5,982-74.7% |
| Admin fee / account holder | $2,332 | $6,501-64.1% | $5,611-58.4% | $11,246-79.3% |