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 | $22,255 | $99,020-77.5% | $86,590-74.3% | $147,584-84.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 23.32% | 1312.34%-1289.0pp | 964.84%-941.5pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,853 | $3,132-40.8% | $2,839-34.7% | $4,876-62.0% |
| Participant deferral / active EE | $1,921 | $3,972-51.6% | $3,609-46.8% | $5,439-64.7% |
| Admin fee / account holder | $7,183 | $5,710+25.8% | $4,906+46.4% | $10,885-34.0% |