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 | $129,332 | $58,927+119.5% | $76,817+68.4% | $72,985+77.2% |
| Participation rate | 58.2% | 67.3%-9.1pp | 72.1%-13.9pp | 69.5%-11.3pp |
| Annual return | 19.53% | 2305.64%-2286.1pp | 1166.11%-1146.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,028 | $1,787-42.5% | $2,302-55.3% | $2,440-57.9% |
| Participant deferral / active EE | $3,757 | $2,690+39.6% | $3,336+12.6% | $3,607+4.1% |
| Admin fee / account holder | $6,821 | $4,013+70.0% | $6,420+6.3% | $5,124+33.1% |