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 | $34,724 | $109,817-68.4% | $98,442-64.7% | $167,490-79.3% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 10.62% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,035 | $3,224-67.9% | $2,960-65.0% | $4,837-78.6% |
| Participant deferral / active EE | $1,435 | $4,673-69.3% | $4,276-66.4% | $6,341-77.4% |
| Admin fee / account holder | $6,290 | $6,753-6.8% | $5,949+5.7% | $12,309-48.9% |