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 | $57,548 | $73,515-21.7% | $62,995-8.6% | $147,584-61.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 19.94% | 175.43%-155.5pp | 87.57%-67.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,028 | $3,320-38.9% | $2,759-26.5% | $4,876-58.4% |
| Participant deferral / active EE | $4,870 | $4,185+16.4% | $3,329+46.3% | $5,439-10.5% |
| Admin fee / account holder | $753 | $5,953-87.4% | $3,600-79.1% | $10,885-93.1% |