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 | $53,048 | $109,817-51.7% | $98,442-46.1% | $167,490-68.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.60% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,307 | $3,224-59.4% | $2,960-55.8% | $4,837-73.0% |
| Participant deferral / active EE | $1,331 | $4,673-71.5% | $4,276-68.9% | $6,341-79.0% |
| Admin fee / account holder | $1,116 | $6,753-83.5% | $5,949-81.2% | $12,309-90.9% |