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 | $52,794 | $58,927-10.4% | $76,817-31.3% | $72,985-27.7% |
| Participation rate | 55.6% | 67.3%-11.8pp | 72.1%-16.5pp | 69.5%-13.9pp |
| Annual return | 21.38% | 2305.64%-2284.3pp | 1166.11%-1144.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $821 | $1,787-54.1% | $2,302-64.3% | $2,440-66.4% |
| Participant deferral / active EE | $1,169 | $2,690-56.5% | $3,336-64.9% | $3,607-67.6% |
| Admin fee / account holder | $3,221 | $4,013-19.7% | $6,420-49.8% | $5,124-37.1% |