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 | $39,900 | $185,200-78.5% | $142,863-72.1% | $167,490-76.2% |
| Participation rate | 68.2% | 78.4%-10.3pp | 71.9%-3.8pp | 82.1%-13.9pp |
| Annual return | 13.07% | 8555.70%-8542.6pp | 5637.54%-5624.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,023 | $5,604-81.7% | $4,144-75.3% | $4,837-78.8% |
| Participant deferral / active EE | $3,475 | $4,494-22.7% | $3,837-9.4% | $6,341-45.2% |
| Admin fee / account holder | $25,296 | $8,031+215.0% | $6,560+285.6% | $12,309+105.5% |