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 | $19,601 | $102,604-80.9% | $86,188-77.3% | $139,434-85.9% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 45.03% | 1922.51%-1877.5pp | 1168.45%-1123.4pp | 372.94%-327.9pp |
| Employer contribution / active EE | $626 | $3,032-79.4% | $2,380-73.7% | $4,751-86.8% |
| Participant deferral / active EE | $1,716 | $4,676-63.3% | $3,985-56.9% | $6,710-74.4% |
| Admin fee / account holder | $987 | $8,657-88.6% | $6,852-85.6% | $11,403-91.3% |