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 | $39,068 | $150,440-74.0% | $136,294-71.3% | $147,584-73.5% |
| Participation rate | 47.4% | 84.4%-37.1pp | 81.9%-34.6pp | 82.8%-35.5pp |
| Annual return | 17.32% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,241 | $5,256-76.4% | $4,695-73.6% | $4,876-74.5% |
| Participant deferral / active EE | $2,261 | $6,630-65.9% | $6,247-63.8% | $5,439-58.4% |
| Admin fee / account holder | $335 | $10,905-96.9% | $9,243-96.4% | $10,885-96.9% |