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 | $98,061 | $176,662-44.5% | $130,648-24.9% | $152,861-35.8% |
| Participation rate | 47.6% | 79.0%-31.3pp | 71.7%-24.1pp | 82.4%-34.8pp |
| Annual return | 18.60% | 2692.24%-2673.6pp | 1708.96%-1690.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $661 | $5,742-88.5% | $4,092-83.8% | $4,762-86.1% |
| Participant deferral / active EE | $2,062 | $4,361-52.7% | $3,603-42.8% | $5,850-64.8% |
| Admin fee / account holder | $3,729 | $7,133-47.7% | $5,464-31.8% | $11,596-67.8% |