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 | $35,019 | $202,318-82.7% | $172,739-79.7% | $152,861-77.1% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 24.42% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,488 | $5,856-74.6% | $5,143-71.1% | $4,762-68.8% |
| Participant deferral / active EE | $4,334 | $5,948-27.1% | $5,198-16.6% | $5,850-25.9% |
| Admin fee / account holder | $440 | $17,109-97.4% | $13,954-96.9% | $11,596-96.2% |