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 | $62,325 | $108,172-42.4% | $77,482-19.6% | $158,922-60.8% |
| Participation rate | 46.7% | 64.4%-17.8pp | 54.2%-7.5pp | 82.0%-35.3pp |
| Annual return | 56.88% | 31.67%+25.2pp | 54.79%+2.1pp | 302.83%-245.9pp |
| Employer contribution / active EE | $2,642 | $1,325+99.4% | $986+167.8% | $4,761-44.5% |
| Participant deferral / active EE | $2,666 | $2,456+8.5% | $1,861+43.2% | $5,982-55.4% |
| Admin fee / account holder | $2,246 | $3,708-39.4% | $2,858-21.4% | $11,246-80.0% |