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 | $49,541 | $165,335-70.0% | $149,696-66.9% | $158,922-68.8% |
| Participation rate | 18.2% | 84.6%-66.4pp | 82.5%-64.3pp | 82.0%-63.8pp |
| Annual return | 48.97% | 348.15%-299.2pp | 276.60%-227.6pp | 302.83%-253.9pp |
| Employer contribution / active EE | $2,764 | $5,103-45.8% | $4,644-40.5% | $4,761-41.9% |
| Participant deferral / active EE | $7,712 | $7,181+7.4% | $6,842+12.7% | $5,982+28.9% |
| Admin fee / account holder | $4,351 | $10,807-59.7% | $9,309-53.3% | $11,246-61.3% |