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 | $46,240 | $124,185-62.8% | $108,410-57.3% | $167,490-72.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.34% | 1379.64%-1367.3pp | 905.27%-892.9pp | 478.56%-466.2pp |
| Employer contribution / active EE | $876 | $4,187-79.1% | $3,558-75.4% | $4,837-81.9% |
| Participant deferral / active EE | $7,684 | $6,908+11.2% | $6,563+17.1% | $6,341+21.2% |
| Admin fee / account holder | $526 | $9,455-94.4% | $7,295-92.8% | $12,309-95.7% |