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 | $17,540 | $156,846-88.8% | $121,098-85.5% | $139,434-87.4% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 13.90% | 1474.56%-1460.7pp | 985.75%-971.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $329 | $5,536-94.1% | $4,164-92.1% | $4,751-93.1% |
| Participant deferral / active EE | $508 | $4,844-89.5% | $4,080-87.6% | $6,710-92.4% |
| Admin fee / account holder | $721 | $6,946-89.6% | $5,644-87.2% | $11,403-93.7% |