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 | $52,976 | $74,888-29.3% | $71,209-25.6% | $142,382-62.8% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.1%-62.5pp |
| Annual return | 16.78% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $682 | $2,854-76.1% | $2,721-74.9% | $4,299-84.1% |
| Participant deferral / active EE | $2,076 | $4,454-53.4% | $4,175-50.3% | $6,507-68.1% |
| Admin fee / account holder | $1,424 | $5,568-74.4% | $5,349-73.4% | $12,624-88.7% |