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 | $30,011 | $72,400-58.5% | $67,502-55.5% | $145,922-79.4% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 12.60% | 7182.46%-7169.9pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,822 | $3,069+24.5% | $2,731+40.0% | $4,660-18.0% |
| Participant deferral / active EE | $6,330 | $4,783+32.3% | $4,000+58.2% | $6,688-5.4% |
| Admin fee / account holder | $3,065 | $5,539-44.7% | $3,998-23.3% | $13,397-77.1% |