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 | $55,825 | $99,020-43.6% | $86,590-35.5% | $147,584-62.2% |
| Participation rate | 40.9% | 76.3%-35.4pp | 73.5%-32.6pp | 82.8%-41.9pp |
| Annual return | 15.35% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $898 | $3,132-71.3% | $2,839-68.4% | $4,876-81.6% |
| Participant deferral / active EE | $1,978 | $3,972-50.2% | $3,609-45.2% | $5,439-63.6% |
| Admin fee / account holder | $582 | $5,710-89.8% | $4,906-88.1% | $10,885-94.7% |