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 | $55,118 | $88,751-37.9% | $81,812-32.6% | $145,922-62.2% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.3%-25.3pp | 80.3%-33.2pp |
| Annual return | 11.05% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,012 | $3,083-67.2% | $2,912-65.3% | $4,660-78.3% |
| Participant deferral / active EE | $2,514 | $4,643-45.9% | $4,319-41.8% | $6,688-62.4% |
| Admin fee / account holder | $1,082 | $8,415-87.1% | $7,386-85.4% | $13,397-91.9% |