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 | $40,301 | $102,604-60.7% | $86,188-53.2% | $139,434-71.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.0%-22.3pp | 80.3%-33.7pp |
| Annual return | 12.61% | 1922.51%-1909.9pp | 1168.45%-1155.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $864 | $3,032-71.5% | $2,380-63.7% | $4,751-81.8% |
| Participant deferral / active EE | $2,756 | $4,676-41.1% | $3,985-30.8% | $6,710-58.9% |
| Admin fee / account holder | $1,834 | $8,657-78.8% | $6,852-73.2% | $11,403-83.9% |