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 | $21,971 | $57,281-61.6% | $86,612-74.6% | $75,163-70.8% |
| Participation rate | 52.0% | 63.2%-11.2pp | 71.7%-19.7pp | 67.2%-15.2pp |
| Annual return | 15.02% | 2670.75%-2655.7pp | 591.07%-576.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,186 | $2,314-48.8% | $3,022-60.8% | $2,670-55.6% |
| Participant deferral / active EE | $2,866 | $3,318-13.6% | $4,438-35.4% | $4,125-30.5% |
| Admin fee / account holder | $870 | $4,112-78.8% | $5,614-84.5% | $5,651-84.6% |