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 | $47,922 | $105,998-54.8% | $92,233-48.0% | $147,584-67.5% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 26.13% | 50.05%-23.9pp | 176.28%-150.2pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,562 | $4,333-63.9% | $3,679-57.5% | $4,876-68.0% |
| Participant deferral / active EE | $5,897 | $4,478+31.7% | $3,897+51.3% | $5,439+8.4% |
| Admin fee / account holder | $3,445 | $6,332-45.6% | $5,194-33.7% | $10,885-68.3% |