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 | $69,608 | $104,486-33.4% | $76,817-9.4% | $152,861-54.5% |
| Participation rate | 45.5% | 76.6%-31.1pp | 72.1%-26.6pp | 82.4%-37.0pp |
| Annual return | 15.24% | 1013.37%-998.1pp | 1166.11%-1150.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $635 | $3,116-79.6% | $2,302-72.4% | $4,762-86.7% |
| Participant deferral / active EE | $2,849 | $4,236-32.7% | $3,336-14.6% | $5,850-51.3% |
| Admin fee / account holder | $8,064 | $12,275-34.3% | $6,420+25.6% | $11,596-30.5% |