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 | $57,451 | $98,750-41.8% | $149,696-61.6% | $79,858-28.1% |
| Participation rate | 51.3% | 75.8%-24.5pp | 82.5%-31.2pp | 69.6%-18.3pp |
| Annual return | 43.44% | 27.43%+16.0pp | 276.60%-233.2pp | 31.71%+11.7pp |
| Employer contribution / active EE | $1,789 | $3,216-44.4% | $4,644-61.5% | $2,471-27.6% |
| Participant deferral / active EE | $3,890 | $5,680-31.5% | $6,842-43.1% | $3,740+4.0% |
| Admin fee / account holder | $4,144 | $6,053-31.5% | $9,309-55.5% | $5,306-21.9% |