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 | $43,438 | $155,788-72.1% | $124,672-65.2% | $167,490-74.1% |
| Participation rate | 63.2% | 81.1%-17.9pp | 74.6%-11.5pp | 82.1%-18.9pp |
| Annual return | 12.04% | 17.97%-5.9pp | 5142.93%-5130.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,794 | $4,163-32.9% | $3,324-15.9% | $4,837-42.2% |
| Participant deferral / active EE | $1,984 | $5,673-65.0% | $4,614-57.0% | $6,341-68.7% |
| Admin fee / account holder | $4,473 | $9,531-53.1% | $7,493-40.3% | $12,309-63.7% |