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 | $30,282 | $57,281-47.1% | $86,612-65.0% | $75,163-59.7% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 13.59% | 2670.75%-2657.2pp | 591.07%-577.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,086 | $2,314-53.1% | $3,022-64.1% | $2,670-59.3% |
| Participant deferral / active EE | $1,276 | $3,318-61.5% | $4,438-71.2% | $4,125-69.1% |
| Admin fee / account holder | $2,241 | $4,112-45.5% | $5,614-60.1% | $5,651-60.4% |