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 | $31,587 | $100,852-68.7% | $90,404-65.1% | $158,922-80.1% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 17.06% | 1724.20%-1707.1pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,861 | $3,689-22.4% | $3,262-12.3% | $4,761-39.9% |
| Participant deferral / active EE | $4,343 | $4,348-0.1% | $3,963+9.6% | $5,982-27.4% |
| Admin fee / account holder | $2,461 | $6,501-62.1% | $5,611-56.1% | $11,246-78.1% |