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 | $22,900 | $124,185-81.6% | $108,410-78.9% | $167,490-86.3% |
| Participation rate | 68.8% | 82.3%-13.5pp | 80.1%-11.4pp | 82.1%-13.4pp |
| Annual return | 19.77% | 1379.64%-1359.9pp | 905.27%-885.5pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,443 | $4,187-41.7% | $3,558-31.4% | $4,837-49.5% |
| Participant deferral / active EE | $5,612 | $6,908-18.8% | $6,563-14.5% | $6,341-11.5% |
| Admin fee / account holder | $3,415 | $9,455-63.9% | $7,295-53.2% | $12,309-72.3% |