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 | $44,176 | $99,020-55.4% | $86,590-49.0% | $147,584-70.1% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 17.46% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $462 | $3,132-85.3% | $2,839-83.7% | $4,876-90.5% |
| Participant deferral / active EE | $2,592 | $3,972-34.8% | $3,609-28.2% | $5,439-52.3% |
| Admin fee / account holder | $4,440 | $5,710-22.2% | $4,906-9.5% | $10,885-59.2% |