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 | $52,299 | $198,466-73.6% | $170,442-69.3% | $147,584-64.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 36.63% | 257.29%-220.7pp | 205.93%-169.3pp | 578.55%-541.9pp |
| Employer contribution / active EE | $2,746 | $6,184-55.6% | $5,433-49.4% | $4,876-43.7% |
| Participant deferral / active EE | $4,993 | $5,629-11.3% | $4,939+1.1% | $5,439-8.2% |
| Admin fee / account holder | $6,205 | $16,852-63.2% | $13,880-55.3% | $10,885-43.0% |