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 | $56,094 | $57,281-2.1% | $86,612-35.2% | $75,163-25.4% |
| Participation rate | 53.7% | 63.2%-9.5pp | 71.7%-18.0pp | 67.2%-13.5pp |
| Annual return | 23.38% | 2670.75%-2647.4pp | 591.07%-567.7pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,243 | $2,314-46.3% | $3,022-58.9% | $2,670-53.4% |
| Participant deferral / active EE | $3,037 | $3,318-8.4% | $4,438-31.6% | $4,125-26.4% |
| Admin fee / account holder | $7,513 | $4,112+82.7% | $5,614+33.8% | $5,651+32.9% |