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 | $53,340 | $99,079-46.2% | $77,999-31.6% | $273,961-80.5% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.5%-12.4pp | 83.0%-19.9pp |
| Annual return | 9.52% | 217.93%-208.4pp | 425.96%-416.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,349 | $3,308-59.2% | $2,470-45.4% | $4,869-72.3% |
| Participant deferral / active EE | $1,957 | $4,306-54.6% | $3,497-44.0% | $5,287-63.0% |
| Admin fee / account holder | $747 | $8,954-91.7% | $5,480-86.4% | $10,132-92.6% |