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 | $42,722 | $58,927-27.5% | $76,817-44.4% | $72,985-41.5% |
| Participation rate | 62.2% | 67.3%-5.1pp | 72.1%-9.9pp | 69.5%-7.3pp |
| Annual return | 20.64% | 2305.64%-2285.0pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,959 | $1,787+9.6% | $2,302-14.9% | $2,440-19.7% |
| Participant deferral / active EE | $4,246 | $2,690+57.8% | $3,336+27.3% | $3,607+17.7% |
| Admin fee / account holder | $5,749 | $4,013+43.3% | $6,420-10.5% | $5,124+12.2% |