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 | $39,489 | $185,200-78.7% | $142,863-72.4% | $167,490-76.4% |
| Participation rate | 62.5% | 78.4%-15.9pp | 71.9%-9.4pp | 82.1%-19.6pp |
| Annual return | 10.34% | 8555.70%-8545.4pp | 5637.54%-5627.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,604 | $5,604-71.4% | $4,144-61.3% | $4,837-66.8% |
| Participant deferral / active EE | $7,523 | $4,494+67.4% | $3,837+96.0% | $6,341+18.6% |
| Admin fee / account holder | $2,963 | $8,031-63.1% | $6,560-54.8% | $12,309-75.9% |