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 | $53,101 | $183,963-71.1% | $162,163-67.3% | $152,861-65.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 17.43% | 150.76%-133.3pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,707 | $6,371-73.2% | $5,614-69.6% | $4,762-64.2% |
| Participant deferral / active EE | $3,435 | $8,034-57.2% | $7,298-52.9% | $5,850-41.3% |
| Admin fee / account holder | $37,863 | $13,121+188.6% | $10,843+249.2% | $11,596+226.5% |