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 | $60,229 | $112,096-46.3% | $95,952-37.2% | $158,922-62.1% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 42.50% | 171.09%-128.6pp | 91.61%-49.1pp | 302.83%-260.3pp |
| Employer contribution / active EE | $1,337 | $3,198-58.2% | $2,541-47.4% | $4,761-71.9% |
| Participant deferral / active EE | $3,756 | $4,784-21.5% | $4,167-9.9% | $5,982-37.2% |
| Admin fee / account holder | $616 | $10,130-93.9% | $6,795-90.9% | $11,246-94.5% |