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 | $55,187 | $138,044-60.0% | $125,339-56.0% | $134,475-59.0% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | 14.88% | 750.33%-735.4pp | 572.05%-557.2pp | 417.96%-403.1pp |
| Employer contribution / active EE | $1,575 | $5,243-70.0% | $4,814-67.3% | $4,740-66.8% |
| Participant deferral / active EE | $3,433 | $7,799-56.0% | $7,446-53.9% | $6,400-46.4% |
| Admin fee / account holder | $3,972 | $11,571-65.7% | $10,010-60.3% | $11,426-65.2% |