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 | $41,635 | $58,927-29.3% | $76,817-45.8% | $72,985-43.0% |
| Participation rate | 43.2% | 67.3%-24.1pp | 72.1%-28.8pp | 69.5%-26.2pp |
| Annual return | 35.44% | 2305.64%-2270.2pp | 1166.11%-1130.7pp | 81.00%-45.6pp |
| Employer contribution / active EE | $1,479 | $1,787-17.2% | $2,302-35.7% | $2,440-39.4% |
| Participant deferral / active EE | $4,116 | $2,690+53.0% | $3,336+23.4% | $3,607+14.1% |
| Admin fee / account holder | $10,550 | $4,013+162.9% | $6,420+64.3% | $5,124+105.9% |