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 | $50,395 | $96,305-47.7% | $80,569-37.5% | $139,434-63.9% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 12.94% | 1350.08%-1337.1pp | 935.43%-922.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,486 | $3,262-54.4% | $2,723-45.4% | $4,751-68.7% |
| Participant deferral / active EE | $2,975 | $5,232-43.1% | $4,447-33.1% | $6,710-55.7% |
| Admin fee / account holder | $749 | $6,599-88.7% | $5,377-86.1% | $11,403-93.4% |