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 | $69,223 | $105,998-34.7% | $92,233-24.9% | $147,584-53.1% |
| Participation rate | 30.4% | 80.4%-50.0pp | 76.5%-46.0pp | 82.8%-52.4pp |
| Annual return | 80.30% | 50.05%+30.3pp | 176.28%-96.0pp | 578.55%-498.2pp |
| Employer contribution / active EE | $715 | $4,333-83.5% | $3,679-80.6% | $4,876-85.3% |
| Participant deferral / active EE | $1,393 | $4,478-68.9% | $3,897-64.2% | $5,439-74.4% |
| Admin fee / account holder | $1,437 | $6,332-77.3% | $5,194-72.3% | $10,885-86.8% |