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 | $22,139 | $88,751-75.1% | $81,812-72.9% | $145,922-84.8% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 12.40% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,187 | $3,083-61.5% | $2,912-59.3% | $4,660-74.5% |
| Participant deferral / active EE | $6,334 | $4,643+36.4% | $4,319+46.7% | $6,688-5.3% |
| Admin fee / account holder | $3,354 | $8,415-60.1% | $7,386-54.6% | $13,397-75.0% |