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 | $38,525 | $100,852-61.8% | $90,404-57.4% | $158,922-75.8% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 8.17% | 1724.20%-1716.0pp | 1293.02%-1284.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $543 | $3,689-85.3% | $3,262-83.4% | $4,761-88.6% |
| Participant deferral / active EE | $2,036 | $4,348-53.2% | $3,963-48.6% | $5,982-66.0% |
| Admin fee / account holder | $2,652 | $6,501-59.2% | $5,611-52.7% | $11,246-76.4% |