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 | $46,734 | $104,486-55.3% | $76,817-39.2% | $152,861-69.4% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.4%-15.8pp |
| Annual return | 13.58% | 1013.37%-999.8pp | 1166.11%-1152.5pp | 345.32%-331.7pp |
| Employer contribution / active EE | $492 | $3,116-84.2% | $2,302-78.6% | $4,762-89.7% |
| Participant deferral / active EE | $1,132 | $4,236-73.3% | $3,336-66.1% | $5,850-80.7% |
| Admin fee / account holder | $8,670 | $12,275-29.4% | $6,420+35.0% | $11,596-25.2% |