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 | $41,719 | $81,625-48.9% | $58,482-28.7% | $139,434-70.1% |
| Participation rate | 35.0% | 61.3%-26.3pp | 50.9%-15.9pp | 80.3%-45.3pp |
| Annual return | 12.35% | 7404.20%-7391.8pp | 4239.32%-4227.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,572 | $1,398+12.4% | $1,053+49.3% | $4,751-66.9% |
| Participant deferral / active EE | $4,353 | $2,557+70.3% | $1,924+126.3% | $6,710-35.1% |
| Admin fee / account holder | $455 | $3,265-86.1% | $2,516-81.9% | $11,403-96.0% |