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 | $38,501 | $99,020-61.1% | $86,590-55.5% | $147,584-73.9% |
| Participation rate | 47.6% | 76.3%-28.7pp | 73.5%-25.9pp | 82.8%-35.2pp |
| Annual return | 17.32% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,248 | $3,132-60.2% | $2,839-56.0% | $4,876-74.4% |
| Participant deferral / active EE | $2,989 | $3,972-24.7% | $3,609-17.2% | $5,439-45.0% |
| Admin fee / account holder | $920 | $5,710-83.9% | $4,906-81.2% | $10,885-91.5% |