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 | $28,751 | $96,305-70.1% | $80,569-64.3% | $139,434-79.4% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 18.39% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,077 | $3,262-36.3% | $2,723-23.7% | $4,751-56.3% |
| Participant deferral / active EE | $2,332 | $5,232-55.4% | $4,447-47.6% | $6,710-65.2% |
| Admin fee / account holder | $7,707 | $6,599+16.8% | $5,377+43.3% | $11,403-32.4% |