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 | $37,546 | $99,020-62.1% | $86,590-56.6% | $147,584-74.6% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 21.45% | 1312.34%-1290.9pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $3,002 | $3,132-4.1% | $2,839+5.7% | $4,876-38.4% |
| Participant deferral / active EE | $5,212 | $3,972+31.2% | $3,609+44.4% | $5,439-4.2% |
| Admin fee / account holder | $3,484 | $5,710-39.0% | $4,906-29.0% | $10,885-68.0% |