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 | $40,608 | $105,998-61.7% | $92,233-56.0% | $147,584-72.5% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 19.61% | 50.05%-30.4pp | 176.28%-156.7pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,367 | $4,333-68.4% | $3,679-62.8% | $4,876-72.0% |
| Participant deferral / active EE | $2,579 | $4,478-42.4% | $3,897-33.8% | $5,439-52.6% |
| Admin fee / account holder | $17,346 | $6,332+173.9% | $5,194+234.0% | $10,885+59.4% |