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 | $45,391 | $97,757-53.6% | $83,848-45.9% | $135,375-66.5% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | 9.97% | 1287.37%-1277.4pp | 850.88%-840.9pp | 519.73%-509.8pp |
| Employer contribution / active EE | $1,565 | $4,222-62.9% | $3,631-56.9% | $4,779-67.3% |
| Participant deferral / active EE | $1,956 | $4,682-58.2% | $4,082-52.1% | $5,609-65.1% |
| Admin fee / account holder | $3,323 | $6,674-50.2% | $5,478-39.3% | $10,827-69.3% |