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 | $58,247 | $54,517+6.8% | $75,972-23.3% | $74,495-21.8% |
| Participation rate | 46.2% | 60.3%-14.1pp | 69.1%-22.8pp | 67.2%-21.0pp |
| Annual return | 14.92% | 31.82%-16.9pp | 359.55%-344.6pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,345 | $1,777+88.2% | $2,685+24.6% | $2,623+27.5% |
| Participant deferral / active EE | $1,643 | $3,066-46.4% | $4,255-61.4% | $4,346-62.2% |
| Admin fee / account holder | $480 | $2,229-78.5% | $6,467-92.6% | $1,942-75.3% |