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 | $45,961 | $56,897-19.2% | $84,750-45.8% | $62,891-26.9% |
| Participation rate | 46.6% | 68.5%-21.9pp | 76.6%-30.0pp | 69.3%-22.7pp |
| Annual return | 3053.95% | 6.30%+3047.6pp | 22.78%+3031.2pp | 20.14%+3033.8pp |
| Employer contribution / active EE | $919 | $2,400-61.7% | $3,574-74.3% | $2,281-59.7% |
| Participant deferral / active EE | $1,876 | $2,709-30.8% | $3,712-49.5% | $3,203-41.4% |
| Admin fee / account holder | $11,700 | $3,581+226.7% | $5,332+119.4% | $4,296+172.4% |