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 | $70,756-30.6% | $65,493-25.1% | $142,382-65.5% |
| Participation rate | 69.6% | 77.4%-7.8pp | 73.1%-3.5pp | 80.1%-10.6pp |
| Annual return | 17.42% | 1754.89%-1737.5pp | 982.45%-965.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,080 | $2,881-62.5% | $2,574-58.1% | $4,299-74.9% |
| Participant deferral / active EE | $4,520 | $4,637-2.5% | $3,961+14.1% | $6,507-30.5% |
| Admin fee / account holder | $2,163 | $6,559-67.0% | $5,028-57.0% | $12,624-82.9% |