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 | $22,704 | $99,020-77.1% | $86,590-73.8% | $147,584-84.6% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 20.06% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $800 | $3,132-74.5% | $2,839-71.8% | $4,876-83.6% |
| Participant deferral / active EE | $1,048 | $3,972-73.6% | $3,609-71.0% | $5,439-80.7% |
| Admin fee / account holder | $463 | $5,710-91.9% | $4,906-90.6% | $10,885-95.7% |