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 | $67,021 | $99,020-32.3% | $86,590-22.6% | $147,584-54.6% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 15.90% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $831 | $3,132-73.5% | $2,839-70.7% | $4,876-83.0% |
| Participant deferral / active EE | $1,861 | $3,972-53.1% | $3,609-48.4% | $5,439-65.8% |
| Admin fee / account holder | $7,260 | $5,710+27.1% | $4,906+48.0% | $10,885-33.3% |