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 | $107,054 | $97,757+9.5% | $83,848+27.7% | $135,375-20.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 5.99% | 1287.37%-1281.4pp | 850.88%-844.9pp | 519.73%-513.7pp |
| Employer contribution / active EE | $1,222 | $4,222-71.0% | $3,631-66.3% | $4,779-74.4% |
| Participant deferral / active EE | $2,305 | $4,682-50.8% | $4,082-43.5% | $5,609-58.9% |
| Admin fee / account holder | $3,849 | $6,674-42.3% | $5,478-29.7% | $10,827-64.5% |