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 | $51,898 | $73,515-29.4% | $62,995-17.6% | $147,584-64.8% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.8%-35.9pp | 82.8%-43.9pp |
| Annual return | 19.14% | 175.43%-156.3pp | 87.57%-68.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,255 | $3,320-62.2% | $2,759-54.5% | $4,876-74.3% |
| Participant deferral / active EE | $2,129 | $4,185-49.1% | $3,329-36.0% | $5,439-60.8% |
| Admin fee / account holder | $669 | $5,953-88.8% | $3,600-81.4% | $10,885-93.9% |