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 | $29,625 | $99,020-70.1% | $86,590-65.8% | $147,584-79.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 25.87% | 1312.34%-1286.5pp | 964.84%-939.0pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,658 | $3,132-47.1% | $2,839-41.6% | $4,876-66.0% |
| Participant deferral / active EE | $2,000 | $3,972-49.6% | $3,609-44.6% | $5,439-63.2% |
| Admin fee / account holder | $382 | $5,710-93.3% | $4,906-92.2% | $10,885-96.5% |