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 | $49,087 | $68,097-27.9% | $62,929-22.0% | $137,256-64.2% |
| Participation rate | 69.6% | 77.4%-7.9pp | 73.1%-3.5pp | 80.0%-10.4pp |
| Annual return | 17.42% | 1859.11%-1841.7pp | 1063.93%-1046.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,080 | $2,811-61.6% | $2,505-56.9% | $4,156-74.0% |
| Participant deferral / active EE | $4,520 | $4,553-0.7% | $3,888+16.2% | $6,407-29.4% |
| Admin fee / account holder | $2,163 | $6,521-66.8% | $5,065-57.3% | $12,270-82.4% |