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 | $59,021 | $100,852-41.5% | $90,404-34.7% | $158,922-62.9% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 12.18% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,997 | $3,689-45.9% | $3,262-38.8% | $4,761-58.1% |
| Participant deferral / active EE | $7,179 | $4,348+65.1% | $3,963+81.1% | $5,982+20.0% |
| Admin fee / account holder | $30,596 | $6,501+370.6% | $5,611+445.3% | $11,246+172.1% |