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 | $24,770 | $99,020-75.0% | $86,590-71.4% | $147,584-83.2% |
| Participation rate | 60.9% | 76.3%-15.5pp | 73.5%-12.7pp | 82.8%-22.0pp |
| Annual return | 22.74% | 1312.34%-1289.6pp | 964.84%-942.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,208 | $3,132-61.4% | $2,839-57.5% | $4,876-75.2% |
| Participant deferral / active EE | $1,444 | $3,972-63.7% | $3,609-60.0% | $5,439-73.5% |
| Admin fee / account holder | $14,789 | $5,710+159.0% | $4,906+201.5% | $10,885+35.9% |