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 | $45,981 | $149,040-69.1% | $120,225-61.8% | $137,256-66.5% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 14.90% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,469 | $4,350-43.2% | $3,475-28.9% | $4,156-40.6% |
| Participant deferral / active EE | $10,518 | $4,655+126.0% | $3,999+163.0% | $6,407+64.2% |
| Admin fee / account holder | $15,321 | $6,348+141.4% | $5,696+169.0% | $12,270+24.9% |