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 | $32,307 | $99,020-67.4% | $86,590-62.7% | $147,584-78.1% |
| Participation rate | 47.1% | 76.3%-29.3pp | 73.5%-26.5pp | 82.8%-35.8pp |
| Annual return | 10.94% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,305 | $3,132-58.3% | $2,839-54.0% | $4,876-73.2% |
| Participant deferral / active EE | $3,796 | $3,972-4.4% | $3,609+5.2% | $5,439-30.2% |
| Admin fee / account holder | $2,185 | $5,710-61.7% | $4,906-55.5% | $10,885-79.9% |