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 | $78,739 | $99,020-20.5% | $86,590-9.1% | $147,584-46.6% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 16.92% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $574 | $3,132-81.7% | $2,839-79.8% | $4,876-88.2% |
| Participant deferral / active EE | $1,225 | $3,972-69.2% | $3,609-66.0% | $5,439-77.5% |
| Admin fee / account holder | $686 | $5,710-88.0% | $4,906-86.0% | $10,885-93.7% |