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 | $25,974 | $99,020-73.8% | $86,590-70.0% | $147,584-82.4% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 21.16% | 1312.34%-1291.2pp | 964.84%-943.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,841 | $3,132-41.2% | $2,839-35.2% | $4,876-62.3% |
| Participant deferral / active EE | $4,493 | $3,972+13.1% | $3,609+24.5% | $5,439-17.4% |
| Admin fee / account holder | $347 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |