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 | $74,438 | $99,020-24.8% | $86,590-14.0% | $147,584-49.6% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 56.33% | 1312.34%-1256.0pp | 964.84%-908.5pp | 578.55%-522.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,684 | $3,972-57.6% | $3,609-53.3% | $5,439-69.0% |
| Admin fee / account holder | $479 | $5,710-91.6% | $4,906-90.2% | $10,885-95.6% |