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 | $61,779 | $96,305-35.9% | $80,569-23.3% | $139,434-55.7% |
| Participation rate | 45.0% | 73.6%-28.6pp | 67.0%-22.0pp | 80.3%-35.3pp |
| Annual return | 18.14% | 1350.08%-1331.9pp | 935.43%-917.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,211 | $3,262-62.9% | $2,723-55.5% | $4,751-74.5% |
| Participant deferral / active EE | $4,119 | $5,232-21.3% | $4,447-7.4% | $6,710-38.6% |
| Admin fee / account holder | $24,314 | $6,599+268.5% | $5,377+352.2% | $11,403+113.2% |