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 | $44,725 | $202,318-77.9% | $172,739-74.1% | $152,861-70.7% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 23.92% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,275 | $5,856-78.2% | $5,143-75.2% | $4,762-73.2% |
| Participant deferral / active EE | $2,779 | $5,948-53.3% | $5,198-46.5% | $5,850-52.5% |
| Admin fee / account holder | $992 | $17,109-94.2% | $13,954-92.9% | $11,596-91.4% |