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 | $50,666 | $180,749-72.0% | $160,784-68.5% | $137,256-63.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 10.52% | 2234.46%-2223.9pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,172 | $4,155-47.7% | $3,733-41.8% | $4,156-47.7% |
| Participant deferral / active EE | $3,489 | $6,844-49.0% | $6,293-44.6% | $6,407-45.5% |
| Admin fee / account holder | $8,405 | $10,397-19.2% | $9,717-13.5% | $12,270-31.5% |