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 | $41,555 | $202,318-79.5% | $172,739-75.9% | $152,861-72.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 23.89% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,628 | $5,856-72.2% | $5,143-68.4% | $4,762-65.8% |
| Participant deferral / active EE | $4,053 | $5,948-31.9% | $5,198-22.0% | $5,850-30.7% |
| Admin fee / account holder | $1,890 | $17,109-89.0% | $13,954-86.5% | $11,596-83.7% |