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 | $47,347 | $171,865-72.5% | $149,718-68.4% | $147,584-67.9% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 15.21% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,184 | $6,275-65.2% | $5,445-59.9% | $4,876-55.2% |
| Participant deferral / active EE | $5,581 | $7,271-23.2% | $6,569-15.0% | $5,439+2.6% |
| Admin fee / account holder | $1,948 | $13,799-85.9% | $11,283-82.7% | $10,885-82.1% |