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 | $26,636 | $100,852-73.6% | $90,404-70.5% | $158,922-83.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 13.56% | 1724.20%-1710.6pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,329 | $3,689-64.0% | $3,262-59.3% | $4,761-72.1% |
| Participant deferral / active EE | $4,106 | $4,348-5.6% | $3,963+3.6% | $5,982-31.4% |
| Admin fee / account holder | $1,853 | $6,501-71.5% | $5,611-67.0% | $11,246-83.5% |