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 | $48,646 | $99,020-50.9% | $86,590-43.8% | $147,584-67.0% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 12.09% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,269 | $3,132-59.5% | $2,839-55.3% | $4,876-74.0% |
| Participant deferral / active EE | $3,426 | $3,972-13.7% | $3,609-5.0% | $5,439-37.0% |
| Admin fee / account holder | $5,850 | $5,710+2.5% | $4,906+19.3% | $10,885-46.3% |