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 | $73,773 | $100,852-26.9% | $90,404-18.4% | $158,922-53.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 10.57% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $944 | $3,689-74.4% | $3,262-71.1% | $4,761-80.2% |
| Participant deferral / active EE | $5,149 | $4,348+18.4% | $3,963+29.9% | $5,982-13.9% |
| Admin fee / account holder | $566 | $6,501-91.3% | $5,611-89.9% | $11,246-95.0% |