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 | $57,461 | $80,812-28.9% | $160,784-64.3% | $82,448-30.3% |
| Participation rate | 48.4% | 66.2%-17.8pp | 77.0%-28.5pp | 68.1%-19.6pp |
| Annual return | 19.96% | 100.59%-80.6pp | 1803.92%-1784.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,164 | $2,174-46.5% | $3,733-68.8% | $2,551-54.4% |
| Participant deferral / active EE | $2,403 | $4,335-44.6% | $6,293-61.8% | $4,139-41.9% |
| Admin fee / account holder | $2,540 | $7,695-67.0% | $9,717-73.9% | $7,234-64.9% |