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 | $106,697 | $156,846-32.0% | $121,098-11.9% | $139,434-23.5% |
| Participation rate | 45.8% | 76.4%-30.6pp | 69.5%-23.7pp | 80.3%-34.5pp |
| Annual return | 15.76% | 1474.56%-1458.8pp | 985.75%-970.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,704 | $5,536-69.2% | $4,164-59.1% | $4,751-64.1% |
| Participant deferral / active EE | $3,346 | $4,844-30.9% | $4,080-18.0% | $6,710-50.1% |
| Admin fee / account holder | $1,821 | $6,946-73.8% | $5,644-67.7% | $11,403-84.0% |