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 | $29,747 | $100,852-70.5% | $90,404-67.1% | $158,922-81.3% |
| Participation rate | 65.2% | 75.0%-9.8pp | 72.7%-7.5pp | 82.0%-16.7pp |
| Annual return | 16.08% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,386 | $3,689-62.4% | $3,262-57.5% | $4,761-70.9% |
| Participant deferral / active EE | $1,689 | $4,348-61.2% | $3,963-57.4% | $5,982-71.8% |
| Admin fee / account holder | $1,547 | $6,501-76.2% | $5,611-72.4% | $11,246-86.2% |