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 | $59,759 | $99,020-39.6% | $86,590-31.0% | $147,584-59.5% |
| Participation rate | 18.8% | 76.3%-57.6pp | 73.5%-54.8pp | 82.8%-64.1pp |
| Annual return | 16.62% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $416 | $3,132-86.7% | $2,839-85.3% | $4,876-91.5% |
| Participant deferral / active EE | $1,344 | $3,972-66.2% | $3,609-62.8% | $5,439-75.3% |
| Admin fee / account holder | $562 | $5,710-90.2% | $4,906-88.5% | $10,885-94.8% |