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 | $48,170 | $159,901-69.9% | $146,958-67.2% | $145,922-67.0% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 48.47% | 98.13%-49.7pp | 418.34%-369.9pp | 561.29%-512.8pp |
| Employer contribution / active EE | $3,116 | $5,286-41.0% | $4,933-36.8% | $4,660-33.1% |
| Participant deferral / active EE | $7,678 | $8,428-8.9% | $8,070-4.9% | $6,688+14.8% |
| Admin fee / account holder | $11,143 | $15,044-25.9% | $12,998-14.3% | $13,397-16.8% |