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 | $38,197 | $102,604-62.8% | $86,188-55.7% | $139,434-72.6% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 13.34% | 1922.51%-1909.2pp | 1168.45%-1155.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $656 | $3,032-78.4% | $2,380-72.4% | $4,751-86.2% |
| Participant deferral / active EE | $1,773 | $4,676-62.1% | $3,985-55.5% | $6,710-73.6% |
| Admin fee / account holder | $670 | $8,657-92.3% | $6,852-90.2% | $11,403-94.1% |