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 | $29,171 | $99,020-70.5% | $86,590-66.3% | $147,584-80.2% |
| Participation rate | 35.3% | 76.3%-41.0pp | 73.5%-38.3pp | 82.8%-47.5pp |
| Annual return | 15.08% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $931 | $3,132-70.3% | $2,839-67.2% | $4,876-80.9% |
| Participant deferral / active EE | $2,696 | $3,972-32.1% | $3,609-25.3% | $5,439-50.4% |
| Admin fee / account holder | $321 | $5,710-94.4% | $4,906-93.5% | $10,885-97.0% |