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 | $37,807 | $58,927-35.8% | $76,817-50.8% | $72,985-48.2% |
| Participation rate | 61.7% | 67.3%-5.7pp | 72.1%-10.4pp | 69.5%-7.8pp |
| Annual return | 24.24% | 2305.64%-2281.4pp | 1166.11%-1141.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,451 | $1,787-18.8% | $2,302-37.0% | $2,440-40.5% |
| Participant deferral / active EE | $3,268 | $2,690+21.5% | $3,336-2.0% | $3,607-9.4% |
| Admin fee / account holder | $3,322 | $4,013-17.2% | $6,420-48.3% | $5,124-35.2% |