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 | $37,826 | $97,757-61.3% | $83,848-54.9% | $135,375-72.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 5.90% | 1287.37%-1281.5pp | 850.88%-845.0pp | 519.73%-513.8pp |
| Employer contribution / active EE | $2,748 | $4,222-34.9% | $3,631-24.3% | $4,779-42.5% |
| Participant deferral / active EE | $2,307 | $4,682-50.7% | $4,082-43.5% | $5,609-58.9% |
| Admin fee / account holder | $4,127 | $6,674-38.2% | $5,478-24.7% | $10,827-61.9% |