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 8-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 | $11,320 | $102,966-89.0% | $90,281-87.5% | $152,861-92.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 44.06% | 95.16%-51.1pp | 78.10%-34.0pp | 345.32%-301.3pp |
| Employer contribution / active EE | $1,470 | $3,139-53.2% | $2,854-48.5% | $4,762-69.1% |
| Participant deferral / active EE | $2,475 | $4,281-42.2% | $3,885-36.3% | $5,850-57.7% |
| Admin fee / account holder | $1,591 | $6,171-74.2% | $5,351-70.3% | $11,596-86.3% |