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 | $78,041 | $99,020-21.2% | $86,590-9.9% | $147,584-47.1% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 20.12% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,490 | $3,132-52.4% | $2,839-47.5% | $4,876-69.5% |
| Participant deferral / active EE | $2,246 | $3,972-43.4% | $3,609-37.8% | $5,439-58.7% |
| Admin fee / account holder | $3,824 | $5,710-33.0% | $4,906-22.1% | $10,885-64.9% |