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 | $53,637 | $169,032-68.3% | $129,207-58.5% | $145,922-63.2% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.44% | 14330.11%-14314.7pp | 9417.33%-9401.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,868 | $4,987-62.5% | $4,168-55.2% | $6,688-72.1% |
| Admin fee / account holder | $3,705 | $9,954-62.8% | $7,715-52.0% | $13,397-72.3% |