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 | $31,692 | $102,966-69.2% | $90,281-64.9% | $152,861-79.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 29.11% | 95.16%-66.1pp | 78.10%-49.0pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,574 | $3,139-49.8% | $2,854-44.9% | $4,762-66.9% |
| Participant deferral / active EE | $3,583 | $4,281-16.3% | $3,885-7.8% | $5,850-38.7% |
| Admin fee / account holder | $379 | $6,171-93.9% | $5,351-92.9% | $11,596-96.7% |