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 | $39,979 | $202,318-80.2% | $172,739-76.9% | $152,861-73.8% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 28.00% | 1029.65%-1001.7pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,548 | $5,856-73.6% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $2,309 | $5,948-61.2% | $5,198-55.6% | $5,850-60.5% |
| Admin fee / account holder | $4,660 | $17,109-72.8% | $13,954-66.6% | $11,596-59.8% |