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 | $78,988 | $109,817-28.1% | $98,442-19.8% | $167,490-52.8% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 10.32% | 1956.69%-1946.4pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $696 | $3,224-78.4% | $2,960-76.5% | $4,837-85.6% |
| Participant deferral / active EE | $2,088 | $4,673-55.3% | $4,276-51.2% | $6,341-67.1% |
| Admin fee / account holder | $785 | $6,753-88.4% | $5,949-86.8% | $12,309-93.6% |