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 | $42,711 | $58,927-27.5% | $76,817-44.4% | $72,985-41.5% |
| Participation rate | 52.6% | 67.3%-14.8pp | 72.1%-19.5pp | 69.5%-16.9pp |
| Annual return | 21.95% | 2305.64%-2283.7pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $750 | $1,787-58.0% | $2,302-67.4% | $2,440-69.2% |
| Participant deferral / active EE | $1,977 | $2,690-26.5% | $3,336-40.7% | $3,607-45.2% |
| Admin fee / account holder | $4,516 | $4,013+12.5% | $6,420-29.7% | $5,124-11.9% |