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 | $38,878 | $209,411-81.4% | $178,490-78.2% | $158,922-75.5% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 23.47% | 188.75%-165.3pp | 151.07%-127.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,393 | $5,706-58.1% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $2,393 | $5,954-59.8% | $5,202-54.0% | $5,982-60.0% |
| Admin fee / account holder | $413 | $17,074-97.6% | $13,984-97.0% | $11,246-96.3% |