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 | $64,444 | $124,185-48.1% | $108,410-40.6% | $167,490-61.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 30.48% | 1379.64%-1349.2pp | 905.27%-874.8pp | 478.56%-448.1pp |
| Employer contribution / active EE | $1,857 | $4,187-55.6% | $3,558-47.8% | $4,837-61.6% |
| Participant deferral / active EE | $3,623 | $6,908-47.6% | $6,563-44.8% | $6,341-42.9% |
| Admin fee / account holder | $2,605 | $9,455-72.4% | $7,295-64.3% | $12,309-78.8% |