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 | $28,749 | $169,032-83.0% | $129,207-77.7% | $145,922-80.3% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 12.41% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,047 | $5,537-81.1% | $4,153-74.8% | $4,660-77.5% |
| Participant deferral / active EE | $1,047 | $4,987-79.0% | $4,168-74.9% | $6,688-84.4% |
| Admin fee / account holder | $4,073 | $9,954-59.1% | $7,715-47.2% | $13,397-69.6% |