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 | $49,473 | $144,119-65.7% | $117,854-58.0% | $147,584-66.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 11.84% | 531.15%-519.3pp | 335.08%-323.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,987 | $4,896-59.4% | $3,786-47.5% | $4,876-59.3% |
| Participant deferral / active EE | $2,509 | $5,316-52.8% | $4,482-44.0% | $5,439-53.9% |
| Admin fee / account holder | $471 | $10,886-95.7% | $8,020-94.1% | $10,885-95.7% |