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 | $39,001 | $169,032-76.9% | $129,207-69.8% | $145,922-73.3% |
| Participation rate | 36.4% | 76.4%-40.1pp | 69.6%-33.2pp | 80.3%-43.9pp |
| Annual return | 13.77% | 14330.11%-14316.3pp | 9417.33%-9403.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $596 | $5,537-89.2% | $4,153-85.7% | $4,660-87.2% |
| Participant deferral / active EE | $2,257 | $4,987-54.7% | $4,168-45.8% | $6,688-66.2% |
| Admin fee / account holder | $25,521 | $9,954+156.4% | $7,715+230.8% | $13,397+90.5% |