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 | $54,292 | $99,020-45.2% | $86,590-37.3% | $147,584-63.2% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 9.17% | 1312.34%-1303.2pp | 964.84%-955.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,269 | $3,132-59.5% | $2,839-55.3% | $4,876-74.0% |
| Participant deferral / active EE | $1,773 | $3,972-55.4% | $3,609-50.9% | $5,439-67.4% |
| Admin fee / account holder | $479 | $5,710-91.6% | $4,906-90.2% | $10,885-95.6% |