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 | $20,485 | $72,400-71.7% | $67,502-69.7% | $145,922-86.0% |
| Participation rate | 42.1% | 76.9%-34.7pp | 72.9%-30.8pp | 80.3%-38.2pp |
| Annual return | 17.16% | 7182.46%-7165.3pp | 3512.12%-3495.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $944 | $3,069-69.2% | $2,731-65.4% | $4,660-79.7% |
| Participant deferral / active EE | $3,197 | $4,783-33.2% | $4,000-20.1% | $6,688-52.2% |
| Admin fee / account holder | $4,762 | $5,539-14.0% | $3,998+19.1% | $13,397-64.5% |