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 | $11,489 | $81,625-85.9% | $58,482-80.4% | $139,434-91.8% |
| Participation rate | 56.3% | 61.3%-5.1pp | 50.9%+5.4pp | 80.3%-24.1pp |
| Annual return | 21.48% | 7404.20%-7382.7pp | 4239.32%-4217.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $731 | $1,398-47.7% | $1,053-30.6% | $4,751-84.6% |
| Participant deferral / active EE | $1,770 | $2,557-30.8% | $1,924-8.0% | $6,710-73.6% |
| Admin fee / account holder | $432 | $3,265-86.8% | $2,516-82.8% | $11,403-96.2% |