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 | $27,573 | $138,065-80.0% | $123,544-77.7% | $135,375-79.6% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 77.21% | 153.68%-76.5pp | 119.20%-42.0pp | 519.73%-442.5pp |
| Employer contribution / active EE | $2,166 | $5,151-58.0% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $4,445 | $6,799-34.6% | $6,426-30.8% | $5,609-20.7% |
| Admin fee / account holder | $1,413 | $10,916-87.1% | $9,284-84.8% | $10,827-86.9% |