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 | $48,125 | $105,998-54.6% | $92,233-47.8% | $147,584-67.4% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 14.73% | 50.05%-35.3pp | 176.28%-161.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,235 | $4,333-25.3% | $3,679-12.1% | $4,876-33.7% |
| Participant deferral / active EE | $1,319 | $4,478-70.5% | $3,897-66.1% | $5,439-75.7% |
| Admin fee / account holder | $8,015 | $6,332+26.6% | $5,194+54.3% | $10,885-26.4% |