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 | $23,887 | $99,020-75.9% | $86,590-72.4% | $147,584-83.8% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 11.59% | 1312.34%-1300.7pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,242 | $3,132-60.4% | $2,839-56.3% | $4,876-74.5% |
| Participant deferral / active EE | $2,541 | $3,972-36.0% | $3,609-29.6% | $5,439-53.3% |
| Admin fee / account holder | $7,638 | $5,710+33.8% | $4,906+55.7% | $10,885-29.8% |