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 | $42,893 | $107,334-60.0% | $92,893-53.8% | $152,861-71.9% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.4%-20.5pp |
| Annual return | 394.45% | 145.58%+248.9pp | 109.41%+285.0pp | 345.32%+49.1pp |
| Employer contribution / active EE | $1,038 | $4,221-75.4% | $3,653-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $5,262 | $4,845+8.6% | $4,236+24.2% | $5,850-10.1% |
| Admin fee / account holder | $1,243 | $7,079-82.4% | $5,794-78.5% | $11,596-89.3% |