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 | $36,712 | $99,020-62.9% | $86,590-57.6% | $147,584-75.1% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 22.25% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,122 | $3,132-64.2% | $2,839-60.5% | $4,876-77.0% |
| Participant deferral / active EE | $2,615 | $3,972-34.2% | $3,609-27.5% | $5,439-51.9% |
| Admin fee / account holder | $1,031 | $5,710-81.9% | $4,906-79.0% | $10,885-90.5% |