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 | $54,572 | $88,751-38.5% | $81,812-33.3% | $145,922-62.6% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.3%-13.3pp | 80.3%-21.2pp |
| Annual return | 10.85% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,009 | $3,083-67.3% | $2,912-65.4% | $4,660-78.3% |
| Participant deferral / active EE | $2,743 | $4,643-40.9% | $4,319-36.5% | $6,688-59.0% |
| Admin fee / account holder | $3,677 | $8,415-56.3% | $7,386-50.2% | $13,397-72.6% |