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 | $43,136 | $169,032-74.5% | $129,207-66.6% | $145,922-70.4% |
| Participation rate | 52.6% | 76.4%-23.8pp | 69.6%-17.0pp | 80.3%-27.6pp |
| Annual return | 12.01% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,172 | $5,537-78.8% | $4,153-71.8% | $4,660-74.9% |
| Participant deferral / active EE | $1,386 | $4,987-72.2% | $4,168-66.7% | $6,688-79.3% |
| Admin fee / account holder | $427 | $9,954-95.7% | $7,715-94.5% | $13,397-96.8% |