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 | $24,056 | $100,852-76.1% | $90,404-73.4% | $158,922-84.9% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 8.49% | 1724.20%-1715.7pp | 1293.02%-1284.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,765 | $3,689-52.1% | $3,262-45.9% | $4,761-62.9% |
| Participant deferral / active EE | $3,423 | $4,348-21.3% | $3,963-13.6% | $5,982-42.8% |
| Admin fee / account holder | $5,522 | $6,501-15.1% | $5,611-1.6% | $11,246-50.9% |