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 | $24,119 | $102,604-76.5% | $86,188-72.0% | $139,434-82.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 13.12% | 1922.51%-1909.4pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $699 | $3,032-77.0% | $2,380-70.6% | $4,751-85.3% |
| Participant deferral / active EE | $3,901 | $4,676-16.6% | $3,985-2.1% | $6,710-41.9% |
| Admin fee / account holder | $875 | $8,657-89.9% | $6,852-87.2% | $11,403-92.3% |