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 | $23,766 | $99,020-76.0% | $86,590-72.6% | $147,584-83.9% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 17.10% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,657 | $3,132-47.1% | $2,839-41.6% | $4,876-66.0% |
| Participant deferral / active EE | $3,058 | $3,972-23.0% | $3,609-15.3% | $5,439-43.8% |
| Admin fee / account holder | $3,211 | $5,710-43.8% | $4,906-34.5% | $10,885-70.5% |