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 | $54,041 | $58,927-8.3% | $76,817-29.7% | $72,985-26.0% |
| Participation rate | 28.9% | 67.3%-38.4pp | 72.1%-43.1pp | 69.5%-40.5pp |
| Annual return | 16.11% | 2305.64%-2289.5pp | 1166.11%-1150.0pp | 81.00%-64.9pp |
| Employer contribution / active EE | $441 | $1,787-75.3% | $2,302-80.8% | $2,440-81.9% |
| Participant deferral / active EE | $2,126 | $2,690-21.0% | $3,336-36.3% | $3,607-41.1% |
| Admin fee / account holder | $704 | $4,013-82.4% | $6,420-89.0% | $5,124-86.3% |