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 | $27,740 | $99,020-72.0% | $86,590-68.0% | $147,584-81.2% |
| Participation rate | 65.0% | 76.3%-11.3pp | 73.5%-8.5pp | 82.8%-17.8pp |
| Annual return | 13.59% | 1312.34%-1298.7pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,472 | $3,132-21.1% | $2,839-12.9% | $4,876-49.3% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $3,609-5.9% | $5,439-37.6% |
| Admin fee / account holder | $3,651 | $5,710-36.1% | $4,906-25.6% | $10,885-66.5% |