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 | $41,182 | $100,852-59.2% | $90,404-54.4% | $158,922-74.1% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.7%-20.1pp | 82.0%-29.3pp |
| Annual return | 15.47% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $710 | $3,689-80.7% | $3,262-78.2% | $4,761-85.1% |
| Participant deferral / active EE | $2,712 | $4,348-37.6% | $3,963-31.6% | $5,982-54.7% |
| Admin fee / account holder | $1,674 | $6,501-74.2% | $5,611-70.2% | $11,246-85.1% |