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 | $61,109 | $105,998-42.3% | $92,233-33.7% | $147,584-58.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 23.93% | 50.05%-26.1pp | 176.28%-152.3pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,296 | $4,333-47.0% | $3,679-37.6% | $4,876-52.9% |
| Participant deferral / active EE | $5,839 | $4,478+30.4% | $3,897+49.9% | $5,439+7.4% |
| Admin fee / account holder | $1,255 | $6,332-80.2% | $5,194-75.8% | $10,885-88.5% |