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 | $47,225 | $96,635-51.1% | $86,612-45.5% | $139,434-66.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 18.35% | 106.41%-88.1pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,188 | $3,263-63.6% | $3,022-60.7% | $4,751-75.0% |
| Participant deferral / active EE | $4,431 | $4,836-8.4% | $4,438-0.1% | $6,710-34.0% |
| Admin fee / account holder | $411 | $6,408-93.6% | $5,614-92.7% | $11,403-96.4% |