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 | $29,658 | $150,440-80.3% | $136,294-78.2% | $147,584-79.9% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 17.19% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,461 | $5,256-72.2% | $4,695-68.9% | $4,876-70.0% |
| Participant deferral / active EE | $2,957 | $6,630-55.4% | $6,247-52.7% | $5,439-45.6% |
| Admin fee / account holder | $3,098 | $10,905-71.6% | $9,243-66.5% | $10,885-71.5% |