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 | $43,245 | $105,998-59.2% | $92,233-53.1% | $147,584-70.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 27.44% | 50.05%-22.6pp | 176.28%-148.8pp | 578.55%-551.1pp |
| Employer contribution / active EE | $2,126 | $4,333-50.9% | $3,679-42.2% | $4,876-56.4% |
| Participant deferral / active EE | $4,058 | $4,478-9.4% | $3,897+4.1% | $5,439-25.4% |
| Admin fee / account holder | $1,333 | $6,332-79.0% | $5,194-74.3% | $10,885-87.8% |