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 | $24,135 | $96,305-74.9% | $80,569-70.0% | $139,434-82.7% |
| Participation rate | 65.0% | 73.6%-8.6pp | 67.0%-2.0pp | 80.3%-15.3pp |
| Annual return | 16.41% | 1350.08%-1333.7pp | 935.43%-919.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,136 | $3,262-34.5% | $2,723-21.6% | $4,751-55.0% |
| Participant deferral / active EE | $2,515 | $5,232-51.9% | $4,447-43.4% | $6,710-62.5% |
| Admin fee / account holder | $3,025 | $6,599-54.2% | $5,377-43.7% | $11,403-73.5% |