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 | $40,250 | $88,751-54.6% | $81,812-50.8% | $145,922-72.4% |
| Participation rate | 52.2% | 75.0%-22.9pp | 72.3%-20.2pp | 80.3%-28.1pp |
| Annual return | 10.02% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,096 | $3,083-64.4% | $2,912-62.4% | $4,660-76.5% |
| Participant deferral / active EE | $2,428 | $4,643-47.7% | $4,319-43.8% | $6,688-63.7% |
| Admin fee / account holder | $897 | $8,415-89.3% | $7,386-87.9% | $13,397-93.3% |