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 | $84,464 | $156,846-46.1% | $121,098-30.3% | $139,434-39.4% |
| Participation rate | 47.1% | 76.4%-29.4pp | 69.5%-22.4pp | 80.3%-33.3pp |
| Annual return | 9.79% | 1474.56%-1464.8pp | 985.75%-976.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,115 | $5,536-79.9% | $4,164-73.2% | $4,751-76.5% |
| Participant deferral / active EE | $2,366 | $4,844-51.2% | $4,080-42.0% | $6,710-64.7% |
| Admin fee / account holder | $351 | $6,946-94.9% | $5,644-93.8% | $11,403-96.9% |