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 | $52,631 | $100,852-47.8% | $90,404-41.8% | $158,922-66.9% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 13.53% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,698 | $4,348-60.9% | $3,963-57.1% | $5,982-71.6% |
| Admin fee / account holder | $403 | $6,501-93.8% | $5,611-92.8% | $11,246-96.4% |