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 | $108,997 | $169,032-35.5% | $129,207-15.6% | $145,922-25.3% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 10.85% | 14330.11%-14319.3pp | 9417.33%-9406.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $986 | $5,537-82.2% | $4,153-76.2% | $4,660-78.8% |
| Participant deferral / active EE | $3,542 | $4,987-29.0% | $4,168-15.0% | $6,688-47.0% |
| Admin fee / account holder | $1,247 | $9,954-87.5% | $7,715-83.8% | $13,397-90.7% |