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 | $48,093 | $169,032-71.5% | $129,207-62.8% | $145,922-67.0% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 12.46% | 14330.11%-14317.6pp | 9417.33%-9404.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,704 | $5,537-69.2% | $4,153-59.0% | $4,660-63.4% |
| Participant deferral / active EE | $3,241 | $4,987-35.0% | $4,168-22.2% | $6,688-51.5% |
| Admin fee / account holder | $1,508 | $9,954-84.9% | $7,715-80.5% | $13,397-88.7% |