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 | $38,066 | $109,817-65.3% | $98,442-61.3% | $167,490-77.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 14.76% | 1956.69%-1941.9pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $732 | $3,224-77.3% | $2,960-75.3% | $4,837-84.9% |
| Participant deferral / active EE | $2,418 | $4,673-48.3% | $4,276-43.5% | $6,341-61.9% |
| Admin fee / account holder | $946 | $6,753-86.0% | $5,949-84.1% | $12,309-92.3% |