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 | $50,352 | $100,852-50.1% | $90,404-44.3% | $158,922-68.3% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 8.78% | 1724.20%-1715.4pp | 1293.02%-1284.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $665 | $3,689-82.0% | $3,262-79.6% | $4,761-86.0% |
| Participant deferral / active EE | $1,294 | $4,348-70.2% | $3,963-67.3% | $5,982-78.4% |
| Admin fee / account holder | $348 | $6,501-94.6% | $5,611-93.8% | $11,246-96.9% |