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 | $61,588 | $100,852-38.9% | $90,404-31.9% | $158,922-61.2% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 8.87% | 1724.20%-1715.3pp | 1293.02%-1284.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,366 | $3,689-63.0% | $3,262-58.1% | $4,761-71.3% |
| Participant deferral / active EE | $5,341 | $4,348+22.8% | $3,963+34.8% | $5,982-10.7% |
| Admin fee / account holder | $3,943 | $6,501-39.4% | $5,611-29.7% | $11,246-64.9% |