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 | $27,131 | $185,200-85.4% | $142,863-81.0% | $167,490-83.8% |
| Participation rate | 37.5% | 78.4%-40.9pp | 71.9%-34.4pp | 82.1%-44.6pp |
| Annual return | 33.50% | 8555.70%-8522.2pp | 5637.54%-5604.0pp | 478.56%-445.1pp |
| Employer contribution / active EE | $2,028 | $5,604-63.8% | $4,144-51.1% | $4,837-58.1% |
| Participant deferral / active EE | $808 | $4,494-82.0% | $3,837-79.0% | $6,341-87.3% |
| Admin fee / account holder | $3,619 | $8,031-54.9% | $6,560-44.8% | $12,309-70.6% |