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 | $43,002 | $96,305-55.3% | $80,569-46.6% | $139,434-69.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 15.52% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,688 | $3,262-48.3% | $2,723-38.0% | $4,751-64.5% |
| Participant deferral / active EE | $1,695 | $5,232-67.6% | $4,447-61.9% | $6,710-74.7% |
| Admin fee / account holder | $5,668 | $6,599-14.1% | $5,377+5.4% | $11,403-50.3% |