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 | $34,371 | $105,998-67.6% | $92,233-62.7% | $147,584-76.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 51.00% | 50.05%+1.0pp | 176.28%-125.3pp | 578.55%-527.5pp |
| Employer contribution / active EE | $3,675 | $4,333-15.2% | $3,679-0.1% | $4,876-24.6% |
| Participant deferral / active EE | $7,669 | $4,478+71.3% | $3,897+96.8% | $5,439+41.0% |
| Admin fee / account holder | $8,634 | $6,332+36.3% | $5,194+66.2% | $10,885-20.7% |