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 7-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 | $21,191 | $100,852-79.0% | $90,404-76.6% | $158,922-86.7% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.7%-31.8pp | 82.0%-41.0pp |
| Annual return | 21.07% | 1724.20%-1703.1pp | 1293.02%-1271.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $767 | $3,689-79.2% | $3,262-76.5% | $4,761-83.9% |
| Participant deferral / active EE | $1,041 | $4,348-76.1% | $3,963-73.7% | $5,982-82.6% |
| Admin fee / account holder | $507 | $6,501-92.2% | $5,611-91.0% | $11,246-95.5% |