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 | $58,707 | $176,662-66.8% | $130,648-55.1% | $152,861-61.6% |
| Participation rate | 52.9% | 79.0%-26.0pp | 71.7%-18.8pp | 82.4%-29.5pp |
| Annual return | 24.61% | 2692.24%-2667.6pp | 1708.96%-1684.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $789 | $5,742-86.3% | $4,092-80.7% | $4,762-83.4% |
| Participant deferral / active EE | $1,681 | $4,361-61.4% | $3,603-53.3% | $5,850-71.3% |
| Admin fee / account holder | $1,339 | $7,133-81.2% | $5,464-75.5% | $11,596-88.5% |