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 | $44,290 | $49,173-9.9% | $121,098-63.4% | $75,163-41.1% |
| Participation rate | 68.5% | 55.4%+13.1pp | 69.5%-1.0pp | 67.2%+1.3pp |
| Annual return | 20.05% | 55.99%-35.9pp | 985.75%-965.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,751 | $1,546+13.3% | $4,164-57.9% | $2,670-34.4% |
| Participant deferral / active EE | $2,501 | $2,628-4.8% | $4,080-38.7% | $4,125-39.4% |
| Admin fee / account holder | $880 | $3,942-77.7% | $5,644-84.4% | $5,651-84.4% |