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 | $42,524 | $185,200-77.0% | $142,863-70.2% | $167,490-74.6% |
| Participation rate | 58.8% | 78.4%-19.6pp | 71.9%-13.1pp | 82.1%-23.3pp |
| Annual return | 13.61% | 8555.70%-8542.1pp | 5637.54%-5623.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $387 | $5,604-93.1% | $4,144-90.7% | $4,837-92.0% |
| Participant deferral / active EE | $2,105 | $4,494-53.2% | $3,837-45.1% | $6,341-66.8% |
| Admin fee / account holder | $411 | $8,031-94.9% | $6,560-93.7% | $12,309-96.7% |