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 | $38,463 | $100,852-61.9% | $90,404-57.5% | $158,922-75.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 15.63% | 1724.20%-1708.6pp | 1293.02%-1277.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $323 | $3,689-91.3% | $3,262-90.1% | $4,761-93.2% |
| Participant deferral / active EE | $1,291 | $4,348-70.3% | $3,963-67.4% | $5,982-78.4% |
| Admin fee / account holder | $529 | $6,501-91.9% | $5,611-90.6% | $11,246-95.3% |