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 | $42,978 | $102,317-58.0% | $146,958-70.8% | $80,856-46.8% |
| Participation rate | 67.8% | 75.8%-8.0pp | 82.2%-14.4pp | 67.6%+0.2pp |
| Annual return | 39.10% | 134.76%-95.7pp | 418.34%-379.2pp | 35.59%+3.5pp |
| Employer contribution / active EE | $1,407 | $3,713-62.1% | $4,933-71.5% | $2,755-48.9% |
| Participant deferral / active EE | $2,849 | $6,644-57.1% | $8,070-64.7% | $4,296-33.7% |
| Admin fee / account holder | $2,441 | $7,941-69.3% | $12,998-81.2% | $6,918-64.7% |