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 | $65,589 | $102,604-36.1% | $86,188-23.9% | $139,434-53.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.60% | 1922.51%-1909.9pp | 1168.45%-1155.9pp | 372.94%-360.3pp |
| Employer contribution / active EE | $550 | $3,032-81.9% | $2,380-76.9% | $4,751-88.4% |
| Participant deferral / active EE | $1,673 | $4,676-64.2% | $3,985-58.0% | $6,710-75.1% |
| Admin fee / account holder | $3,486 | $8,657-59.7% | $6,852-49.1% | $11,403-69.4% |