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 | $34,985 | $102,604-65.9% | $86,188-59.4% | $139,434-74.9% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 15.42% | 1922.51%-1907.1pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $568 | $3,032-81.3% | $2,380-76.1% | $4,751-88.0% |
| Participant deferral / active EE | $2,434 | $4,676-47.9% | $3,985-38.9% | $6,710-63.7% |
| Admin fee / account holder | $789 | $8,657-90.9% | $6,852-88.5% | $11,403-93.1% |