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 | $70,003 | $81,625-14.2% | $58,482+19.7% | $139,434-49.8% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 11.27% | 7404.20%-7392.9pp | 4239.32%-4228.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $349 | $1,398-75.0% | $1,053-66.9% | $4,751-92.7% |
| Participant deferral / active EE | $1,081 | $2,557-57.7% | $1,924-43.8% | $6,710-83.9% |
| Admin fee / account holder | $1,892 | $3,265-42.1% | $2,516-24.8% | $11,403-83.4% |