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 | $51,717 | $105,998-51.2% | $92,233-43.9% | $147,584-65.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 12.78% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,381 | $4,333-68.1% | $3,679-62.5% | $4,876-71.7% |
| Participant deferral / active EE | $1,654 | $4,478-63.1% | $3,897-57.6% | $5,439-69.6% |
| Admin fee / account holder | $534 | $6,332-91.6% | $5,194-89.7% | $10,885-95.1% |