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 | $63,265 | $104,486-39.5% | $76,817-17.6% | $152,861-58.6% |
| Participation rate | 53.8% | 76.6%-22.7pp | 72.1%-18.2pp | 82.4%-28.6pp |
| Annual return | 26.00% | 1013.37%-987.4pp | 1166.11%-1140.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,559 | $3,116-50.0% | $2,302-32.3% | $4,762-67.3% |
| Participant deferral / active EE | $1,577 | $4,236-62.8% | $3,336-52.7% | $5,850-73.0% |
| Admin fee / account holder | $1,277 | $12,275-89.6% | $6,420-80.1% | $11,596-89.0% |