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 | $77,189 | $100,852-23.5% | $90,404-14.6% | $158,922-51.4% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.7%-20.1pp | 82.0%-29.3pp |
| Annual return | 15.31% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $954 | $3,689-74.1% | $3,262-70.8% | $4,761-80.0% |
| Participant deferral / active EE | $2,228 | $4,348-48.8% | $3,963-43.8% | $5,982-62.8% |
| Admin fee / account holder | $1,583 | $6,501-75.6% | $5,611-71.8% | $11,246-85.9% |