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 | $54,991 | $63,346-13.2% | $92,233-40.4% | $70,131-21.6% |
| Participation rate | 32.1% | 68.7%-36.5pp | 76.5%-44.3pp | 69.5%-37.4pp |
| Annual return | 69.58% | 530.12%-460.5pp | 176.28%-106.7pp | 73.14%-3.6pp |
| Employer contribution / active EE | $1,080 | $2,471-56.3% | $3,679-70.6% | $2,342-53.9% |
| Participant deferral / active EE | $3,275 | $2,854+14.8% | $3,897-16.0% | $3,332-1.7% |
| Admin fee / account holder | $456 | $3,840-88.1% | $5,194-91.2% | $4,645-90.2% |