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 7-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 | $31,500 | $100,852-68.8% | $90,404-65.2% | $158,922-80.2% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 20.17% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $649 | $3,689-82.4% | $3,262-80.1% | $4,761-86.4% |
| Participant deferral / active EE | $3,155 | $4,348-27.4% | $3,963-20.4% | $5,982-47.3% |
| Admin fee / account holder | $369 | $6,501-94.3% | $5,611-93.4% | $11,246-96.7% |