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 | $51,227 | $99,020-48.3% | $86,590-40.8% | $147,584-65.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 11.17% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $731 | $3,132-76.7% | $2,839-74.3% | $4,876-85.0% |
| Participant deferral / active EE | $1,120 | $3,972-71.8% | $3,609-69.0% | $5,439-79.4% |
| Admin fee / account holder | $46,708 | $5,710+718.0% | $4,906+852.1% | $10,885+329.1% |