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 | $49,991 | $102,966-51.4% | $90,281-44.6% | $152,861-67.3% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.4pp | 82.4%-23.6pp |
| Annual return | 24.38% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,205 | $3,139-61.6% | $2,854-57.8% | $4,762-74.7% |
| Participant deferral / active EE | $1,240 | $4,281-71.0% | $3,885-68.1% | $5,850-78.8% |
| Admin fee / account holder | $1,156 | $6,171-81.3% | $5,351-78.4% | $11,596-90.0% |