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 | $69,858 | $88,751-21.3% | $81,812-14.6% | $145,922-52.1% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.3%-33.2pp | 80.3%-41.1pp |
| Annual return | 10.79% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,499 | $3,083-51.4% | $2,912-48.5% | $4,660-67.8% |
| Participant deferral / active EE | $4,729 | $4,643+1.8% | $4,319+9.5% | $6,688-29.3% |
| Admin fee / account holder | $37,182 | $8,415+341.8% | $7,386+403.4% | $13,397+177.5% |