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 | $27,721 | $99,020-72.0% | $86,590-68.0% | $147,584-81.2% |
| Participation rate | 63.2% | 76.3%-13.2pp | 73.5%-10.4pp | 82.8%-19.7pp |
| Annual return | 22.44% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,063 | $3,132-66.1% | $2,839-62.6% | $4,876-78.2% |
| Participant deferral / active EE | $2,301 | $3,972-42.1% | $3,609-36.2% | $5,439-57.7% |
| Admin fee / account holder | $3,184 | $5,710-44.2% | $4,906-35.1% | $10,885-70.8% |