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 | $22,069 | $100,852-78.1% | $90,404-75.6% | $158,922-86.1% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.7%-50.0pp | 82.0%-59.2pp |
| Annual return | 21.15% | 1724.20%-1703.0pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $567 | $3,689-84.6% | $3,262-82.6% | $4,761-88.1% |
| Participant deferral / active EE | $2,014 | $4,348-53.7% | $3,963-49.2% | $5,982-66.3% |
| Admin fee / account holder | $691 | $6,501-89.4% | $5,611-87.7% | $11,246-93.9% |