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 | $36,231 | $99,020-63.4% | $86,590-58.2% | $147,584-75.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 13.61% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,142 | $3,132-31.6% | $2,839-24.6% | $4,876-56.1% |
| Participant deferral / active EE | $2,512 | $3,972-36.8% | $3,609-30.4% | $5,439-53.8% |
| Admin fee / account holder | $570 | $5,710-90.0% | $4,906-88.4% | $10,885-94.8% |