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 | $11,395 | $100,852-88.7% | $90,404-87.4% | $158,922-92.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 18.18% | 1724.20%-1706.0pp | 1293.02%-1274.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $196 | $3,689-94.7% | $3,262-94.0% | $4,761-95.9% |
| Participant deferral / active EE | $2,172 | $4,348-50.0% | $3,963-45.2% | $5,982-63.7% |
| Admin fee / account holder | $2,501 | $6,501-61.5% | $5,611-55.4% | $11,246-77.8% |