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 | $45,559 | $60,323-24.5% | $81,812-44.3% | $74,495-38.8% |
| Participation rate | 40.9% | 62.9%-22.0pp | 72.3%-31.5pp | 67.2%-26.3pp |
| Annual return | 25.49% | 16.90%+8.6pp | 773.79%-748.3pp | 1364.94%-1339.5pp |
| Employer contribution / active EE | $1,876 | $2,620-28.4% | $2,912-35.6% | $2,623-28.5% |
| Participant deferral / active EE | $3,040 | $3,387-10.3% | $4,319-29.6% | $4,346-30.0% |
| Admin fee / account holder | $1,904 | $1,486+28.1% | $7,386-74.2% | $1,942-2.0% |