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 | $30,011 | $72,396-58.5% | $67,511-55.5% | $145,959-79.4% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 12.60% | 7194.07%-7181.5pp | 3517.41%-3504.8pp | 561.95%-549.4pp |
| Employer contribution / active EE | $3,822 | $3,071+24.5% | $2,733+39.9% | $4,661-18.0% |
| Participant deferral / active EE | $6,330 | $4,781+32.4% | $4,000+58.2% | $6,689-5.4% |
| Admin fee / account holder | $3,065 | $5,538-44.7% | $3,999-23.4% | $13,398-77.1% |