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 | $32,285 | $185,200-82.6% | $142,863-77.4% | $167,490-80.7% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 10.29% | 8555.70%-8545.4pp | 5637.54%-5627.2pp | 478.56%-468.3pp |
| Employer contribution / active EE | $219 | $5,604-96.1% | $4,144-94.7% | $4,837-95.5% |
| Participant deferral / active EE | $1,523 | $4,494-66.1% | $3,837-60.3% | $6,341-76.0% |
| Admin fee / account holder | $1,086 | $8,031-86.5% | $6,560-83.4% | $12,309-91.2% |