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 | $29,464 | $105,998-72.2% | $92,233-68.1% | $147,584-80.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 14.05% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,007 | $4,333-76.8% | $3,679-72.6% | $4,876-79.3% |
| Participant deferral / active EE | $4,903 | $4,478+9.5% | $3,897+25.8% | $5,439-9.8% |
| Admin fee / account holder | $13,494 | $6,332+113.1% | $5,194+159.8% | $10,885+24.0% |