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 | $46,549 | $202,318-77.0% | $172,739-73.1% | $152,861-69.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 24.03% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,940 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $3,171 | $5,948-46.7% | $5,198-39.0% | $5,850-45.8% |
| Admin fee / account holder | $865 | $17,109-94.9% | $13,954-93.8% | $11,596-92.5% |