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 | $51,512 | $104,907-50.9% | $84,611-39.1% | $152,861-66.3% |
| Participation rate | 47.4% | 74.8%-27.5pp | 68.2%-20.9pp | 82.4%-35.1pp |
| Annual return | 19.34% | 373.79%-354.5pp | 258.74%-239.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,226 | $3,302-62.9% | $2,652-53.8% | $4,762-74.3% |
| Participant deferral / active EE | $1,350 | $4,688-71.2% | $3,899-65.4% | $5,850-76.9% |
| Admin fee / account holder | $5,251 | $6,241-15.9% | $4,912+6.9% | $11,596-54.7% |