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 | $44,683 | $24,733+80.7% | $69,647-35.8% | $74,495-40.0% |
| Participation rate | 41.8% | 63.5%-21.7pp | 66.5%-24.7pp | 67.2%-25.4pp |
| Annual return | 65.78% | 18.55%+47.2pp | 100.48%-34.7pp | 1364.94%-1299.2pp |
| Employer contribution / active EE | $1,122 | $1,001+12.1% | $1,712-34.5% | $2,623-57.2% |
| Participant deferral / active EE | $2,131 | $1,901+12.1% | $2,886-26.2% | $4,346-51.0% |
| Admin fee / account holder | $3,328 | $1,892+75.9% | $4,713-29.4% | $1,942+71.4% |