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 | $22,887 | $100,852-77.3% | $90,404-74.7% | $158,922-85.6% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.7%-13.6pp | 82.0%-22.9pp |
| Annual return | 16.58% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $657 | $3,689-82.2% | $3,262-79.9% | $4,761-86.2% |
| Participant deferral / active EE | $1,480 | $4,348-65.9% | $3,963-62.6% | $5,982-75.3% |
| Admin fee / account holder | $1,638 | $6,501-74.8% | $5,611-70.8% | $11,246-85.4% |