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 | $36,917 | $70,756-47.8% | $65,493-43.6% | $142,382-74.1% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 16.13% | 1754.89%-1738.8pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $492 | $2,881-82.9% | $2,574-80.9% | $4,299-88.5% |
| Participant deferral / active EE | $4,539 | $4,637-2.1% | $3,961+14.6% | $6,507-30.2% |
| Admin fee / account holder | $13,249 | $6,559+102.0% | $5,028+163.5% | $12,624+5.0% |