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 | $38,492 | $109,817-64.9% | $98,442-60.9% | $167,490-77.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 21.17% | 1956.69%-1935.5pp | 1492.73%-1471.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $866 | $3,224-73.1% | $2,960-70.8% | $4,837-82.1% |
| Participant deferral / active EE | $2,983 | $4,673-36.2% | $4,276-30.2% | $6,341-53.0% |
| Admin fee / account holder | $459 | $6,753-93.2% | $5,949-92.3% | $12,309-96.3% |