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 | $46,263 | $124,185-62.7% | $108,410-57.3% | $167,490-72.4% |
| Participation rate | 44.4% | 82.3%-37.8pp | 80.1%-35.7pp | 82.1%-37.7pp |
| Annual return | 17.73% | 1379.64%-1361.9pp | 905.27%-887.5pp | 478.56%-460.8pp |
| Employer contribution / active EE | $753 | $4,187-82.0% | $3,558-78.8% | $4,837-84.4% |
| Participant deferral / active EE | $3,461 | $6,908-49.9% | $6,563-47.3% | $6,341-45.4% |
| Admin fee / account holder | $16,823 | $9,455+77.9% | $7,295+130.6% | $12,309+36.7% |