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 | $52,687 | $99,020-46.8% | $86,590-39.2% | $147,584-64.3% |
| Participation rate | 52.2% | 76.3%-24.2pp | 73.5%-21.4pp | 82.8%-30.7pp |
| Annual return | 19.68% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,894 | $3,132+24.3% | $2,839+37.2% | $4,876-20.1% |
| Participant deferral / active EE | $3,894 | $3,972-2.0% | $3,609+7.9% | $5,439-28.4% |
| Admin fee / account holder | $3,067 | $5,710-46.3% | $4,906-37.5% | $10,885-71.8% |