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 | $45,964 | $84,695-45.7% | $73,843-37.8% | $125,391-63.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 2.53% | 3123.53%-3121.0pp | 2267.84%-2265.3pp | 282.22%-279.7pp |
| Employer contribution / active EE | $2,549 | $3,123-18.4% | $2,787-8.6% | $4,866-47.6% |
| Participant deferral / active EE | $5,803 | $3,992+45.4% | $3,583+62.0% | $5,352+8.4% |
| Admin fee / account holder | $1,031 | $5,691-81.9% | $4,880-78.9% | $9,540-89.2% |