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 | $70,192 | $96,305-27.1% | $80,569-12.9% | $139,434-49.7% |
| Participation rate | 61.5% | 73.6%-12.1pp | 67.0%-5.5pp | 80.3%-18.8pp |
| Annual return | 14.83% | 1350.08%-1335.3pp | 935.43%-920.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,767 | $3,262-45.8% | $2,723-35.1% | $4,751-62.8% |
| Participant deferral / active EE | $5,688 | $5,232+8.7% | $4,447+27.9% | $6,710-15.2% |
| Admin fee / account holder | $4,383 | $6,599-33.6% | $5,377-18.5% | $11,403-61.6% |