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 | $62,097 | $99,020-37.3% | $86,590-28.3% | $147,584-57.9% |
| Participation rate | 38.9% | 76.3%-37.5pp | 73.5%-34.7pp | 82.8%-43.9pp |
| Annual return | 11.12% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $484 | $3,972-87.8% | $3,609-86.6% | $5,439-91.1% |
| Admin fee / account holder | $665 | $5,710-88.4% | $4,906-86.4% | $10,885-93.9% |