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 | $82,642 | $105,998-22.0% | $92,233-10.4% | $147,584-44.0% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 15.23% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,292 | $4,333-70.2% | $3,679-64.9% | $4,876-73.5% |
| Participant deferral / active EE | $2,903 | $4,478-35.2% | $3,897-25.5% | $5,439-46.6% |
| Admin fee / account holder | $2,068 | $6,332-67.3% | $5,194-60.2% | $10,885-81.0% |