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 | $17,949 | $102,604-82.5% | $86,188-79.2% | $139,434-87.1% |
| Participation rate | 60.9% | 74.5%-13.6pp | 69.0%-8.1pp | 80.3%-19.4pp |
| Annual return | 17.97% | 1922.51%-1904.5pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,452 | $3,032-52.1% | $2,380-39.0% | $4,751-69.4% |
| Participant deferral / active EE | $3,041 | $4,676-35.0% | $3,985-23.7% | $6,710-54.7% |
| Admin fee / account holder | $969 | $8,657-88.8% | $6,852-85.9% | $11,403-91.5% |