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 | $56,800 | $88,751-36.0% | $81,812-30.6% | $145,922-61.1% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.3%-10.4pp | 80.3%-18.4pp |
| Annual return | 9.81% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,183 | $3,083-61.6% | $2,912-59.4% | $4,660-74.6% |
| Participant deferral / active EE | $1,984 | $4,643-57.3% | $4,319-54.1% | $6,688-70.3% |
| Admin fee / account holder | $6,603 | $8,415-21.5% | $7,386-10.6% | $13,397-50.7% |