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 | $23,070 | $70,606-67.3% | $53,898-57.2% | $142,382-83.8% |
| Participation rate | 58.3% | 63.7%-5.4pp | 55.0%+3.4pp | 80.1%-21.8pp |
| Annual return | 9.91% | 619.81%-609.9pp | 528.60%-518.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,230 | $1,202+2.3% | $932+32.0% | $4,299-71.4% |
| Participant deferral / active EE | $2,328 | $2,364-1.5% | $1,826+27.5% | $6,507-64.2% |
| Admin fee / account holder | $3,263 | $2,852+14.4% | $2,491+31.0% | $12,624-74.2% |