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 | $82,381 | $100,852-18.3% | $90,404-8.9% | $158,922-48.2% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.7%-13.9pp | 82.0%-23.1pp |
| Annual return | 12.07% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $277 | $3,689-92.5% | $3,262-91.5% | $4,761-94.2% |
| Participant deferral / active EE | $1,721 | $4,348-60.4% | $3,963-56.6% | $5,982-71.2% |
| Admin fee / account holder | $3,331 | $6,501-48.8% | $5,611-40.6% | $11,246-70.4% |