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 | $65,184 | $99,020-34.2% | $86,590-24.7% | $147,584-55.8% |
| Participation rate | 38.9% | 76.3%-37.5pp | 73.5%-34.7pp | 82.8%-43.9pp |
| Annual return | 17.93% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $864 | $3,132-72.4% | $2,839-69.6% | $4,876-82.3% |
| Participant deferral / active EE | $1,603 | $3,972-59.6% | $3,609-55.6% | $5,439-70.5% |
| Admin fee / account holder | $1,383 | $5,710-75.8% | $4,906-71.8% | $10,885-87.3% |