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 | $43,343 | $109,327-60.4% | $89,391-51.5% | $158,922-72.7% |
| Participation rate | 61.1% | 74.3%-13.1pp | 68.0%-6.9pp | 82.0%-20.8pp |
| Annual return | 49.29% | 345.68%-296.4pp | 245.62%-196.3pp | 302.83%-253.5pp |
| Employer contribution / active EE | $1,626 | $3,170-48.7% | $2,586-37.1% | $4,761-65.9% |
| Participant deferral / active EE | $2,463 | $4,598-46.4% | $3,890-36.7% | $5,982-58.8% |
| Admin fee / account holder | $1,942 | $6,153-68.4% | $4,881-60.2% | $11,246-82.7% |