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 | $39,466 | $105,181-62.5% | $159,436-75.2% | $85,850-54.0% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.8%-23.4pp | 69.3%-9.9pp |
| Annual return | 13.91% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,173 | $3,318-64.7% | $4,829-75.7% | $2,565-54.3% |
| Participant deferral / active EE | $3,755 | $5,945-36.8% | $7,352-48.9% | $3,952-5.0% |
| Admin fee / account holder | $3,164 | $6,933-54.4% | $10,799-70.7% | $6,260-49.5% |