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 | $53,796 | $99,020-45.7% | $86,590-37.9% | $147,584-63.5% |
| Participation rate | 22.7% | 76.3%-53.6pp | 73.5%-50.8pp | 82.8%-60.1pp |
| Annual return | 17.78% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $470 | $3,972-88.2% | $3,609-87.0% | $5,439-91.4% |
| Admin fee / account holder | $1,952 | $5,710-65.8% | $4,906-60.2% | $10,885-82.1% |