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 | $45,190 | $72,400-37.6% | $67,502-33.1% | $145,922-69.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 18.50% | 7182.46%-7164.0pp | 3512.12%-3493.6pp | 561.29%-542.8pp |
| Employer contribution / active EE | $384 | $3,069-87.5% | $2,731-85.9% | $4,660-91.8% |
| Participant deferral / active EE | $1,021 | $4,783-78.7% | $4,000-74.5% | $6,688-84.7% |
| Admin fee / account holder | $1,569 | $5,539-71.7% | $3,998-60.8% | $13,397-88.3% |