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 | $70,652 | $84,696-16.6% | $75,696-6.7% | $167,490-57.8% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.8%-21.9pp | 82.1%-29.2pp |
| Annual return | 9.61% | 199.36%-189.8pp | 104.53%-94.9pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,260 | $3,230-61.0% | $2,743-54.1% | $4,837-74.0% |
| Participant deferral / active EE | $2,693 | $4,580-41.2% | $3,821-29.5% | $6,341-57.5% |
| Admin fee / account holder | $2,166 | $5,355-59.5% | $3,619-40.1% | $12,309-82.4% |