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 | $47,216 | $96,305-51.0% | $80,569-41.4% | $139,434-66.1% |
| Participation rate | 36.8% | 73.6%-36.8pp | 67.0%-30.2pp | 80.3%-43.5pp |
| Annual return | 16.04% | 1350.08%-1334.0pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,122 | $3,262-65.6% | $2,723-58.8% | $4,751-76.4% |
| Participant deferral / active EE | $2,059 | $5,232-60.6% | $4,447-53.7% | $6,710-69.3% |
| Admin fee / account holder | $12,913 | $6,599+95.7% | $5,377+140.1% | $11,403+13.2% |