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 | $35,716 | $109,817-67.5% | $98,442-63.7% | $167,490-78.7% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 13.30% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $770 | $3,224-76.1% | $2,960-74.0% | $4,837-84.1% |
| Participant deferral / active EE | $1,504 | $4,673-67.8% | $4,276-64.8% | $6,341-76.3% |
| Admin fee / account holder | $2,813 | $6,753-58.3% | $5,949-52.7% | $12,309-77.1% |