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 | $26,155 | $105,998-75.3% | $92,233-71.6% | $147,584-82.3% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 10.84% | 50.05%-39.2pp | 176.28%-165.4pp | 578.55%-567.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,110 | $4,478-52.9% | $3,897-45.9% | $5,439-61.2% |
| Admin fee / account holder | $300 | $6,332-95.3% | $5,194-94.2% | $10,885-97.2% |