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 | $46,624 | $90,348-48.4% | $75,972-38.6% | $145,922-68.0% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.1%-0.9pp | 80.3%-12.1pp |
| Annual return | 26.67% | 620.88%-594.2pp | 359.55%-332.9pp | 561.29%-534.6pp |
| Employer contribution / active EE | $2,296 | $3,311-30.6% | $2,685-14.5% | $4,660-50.7% |
| Participant deferral / active EE | $2,424 | $5,162-53.0% | $4,255-43.0% | $6,688-63.8% |
| Admin fee / account holder | $4,109 | $8,467-51.5% | $6,467-36.5% | $13,397-69.3% |