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 | $41,977 | $99,020-57.6% | $86,590-51.5% | $147,584-71.6% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 18.69% | 1312.34%-1293.6pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,517 | $3,132-51.6% | $2,839-46.6% | $4,876-68.9% |
| Participant deferral / active EE | $3,707 | $3,972-6.7% | $3,609+2.7% | $5,439-31.8% |
| Admin fee / account holder | $1,823 | $5,710-68.1% | $4,906-62.8% | $10,885-83.3% |