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 | $49,239 | $100,852-51.2% | $90,404-45.5% | $158,922-69.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 11.96% | 1724.20%-1712.2pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,419 | $3,689-61.5% | $3,262-56.5% | $4,761-70.2% |
| Participant deferral / active EE | $2,180 | $4,348-49.9% | $3,963-45.0% | $5,982-63.6% |
| Admin fee / account holder | $7,762 | $6,501+19.4% | $5,611+38.3% | $11,246-31.0% |