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 | $28,102 | $99,020-71.6% | $86,590-67.5% | $147,584-81.0% |
| Participation rate | 36.8% | 76.3%-39.5pp | 73.5%-36.7pp | 82.8%-46.0pp |
| Annual return | 12.82% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $580 | $3,132-81.5% | $2,839-79.6% | $4,876-88.1% |
| Participant deferral / active EE | $1,177 | $3,972-70.4% | $3,609-67.4% | $5,439-78.4% |
| Admin fee / account holder | $4,122 | $5,710-27.8% | $4,906-16.0% | $10,885-62.1% |