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 | $63,655 | $96,305-33.9% | $80,569-21.0% | $139,434-54.3% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 18.50% | 1350.08%-1331.6pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,451 | $3,262-55.5% | $2,723-46.7% | $4,751-69.5% |
| Participant deferral / active EE | $2,506 | $5,232-52.1% | $4,447-43.7% | $6,710-62.7% |
| Admin fee / account holder | $3,791 | $6,599-42.5% | $5,377-29.5% | $11,403-66.8% |