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 | $54,858 | $96,305-43.0% | $80,569-31.9% | $139,434-60.7% |
| Participation rate | 61.1% | 73.6%-12.5pp | 67.0%-5.9pp | 80.3%-19.2pp |
| Annual return | 15.50% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,041 | $3,262-37.4% | $2,723-25.1% | $4,751-57.0% |
| Participant deferral / active EE | $3,374 | $5,232-35.5% | $4,447-24.1% | $6,710-49.7% |
| Admin fee / account holder | $954 | $6,599-85.5% | $5,377-82.3% | $11,403-91.6% |