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 | $47,333 | $58,927-19.7% | $76,817-38.4% | $72,985-35.1% |
| Participation rate | 37.9% | 67.3%-29.5pp | 72.1%-34.2pp | 69.5%-31.6pp |
| Annual return | 23.38% | 2305.64%-2282.3pp | 1166.11%-1142.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $647 | $1,787-63.8% | $2,302-71.9% | $2,440-73.5% |
| Participant deferral / active EE | $2,968 | $2,690+10.3% | $3,336-11.0% | $3,607-17.7% |
| Admin fee / account holder | $5,875 | $4,013+46.4% | $6,420-8.5% | $5,124+14.6% |