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 | $29,935 | $84,696-64.7% | $75,696-60.5% | $167,490-82.1% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.8%-6.4pp | 82.1%-13.7pp |
| Annual return | 57.03% | 199.36%-142.3pp | 104.53%-47.5pp | 478.56%-421.5pp |
| Employer contribution / active EE | $1,852 | $3,230-42.6% | $2,743-32.5% | $4,837-61.7% |
| Participant deferral / active EE | $2,460 | $4,580-46.3% | $3,821-35.6% | $6,341-61.2% |
| Admin fee / account holder | $316 | $5,355-94.1% | $3,619-91.3% | $12,309-97.4% |