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 | $41,328 | $109,817-62.4% | $98,442-58.0% | $167,490-75.3% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 12.84% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $295 | $3,224-90.8% | $2,960-90.0% | $4,837-93.9% |
| Participant deferral / active EE | $1,375 | $4,673-70.6% | $4,276-67.8% | $6,341-78.3% |
| Admin fee / account holder | $670 | $6,753-90.1% | $5,949-88.7% | $12,309-94.6% |