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 | $28,734 | $176,662-83.7% | $130,648-78.0% | $152,861-81.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.4%-26.9pp |
| Annual return | 23.36% | 2692.24%-2668.9pp | 1708.96%-1685.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $772 | $5,742-86.6% | $4,092-81.1% | $4,762-83.8% |
| Participant deferral / active EE | $1,462 | $4,361-66.5% | $3,603-59.4% | $5,850-75.0% |
| Admin fee / account holder | $1,039 | $7,133-85.4% | $5,464-81.0% | $11,596-91.0% |