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 | $81,421 | $99,918-18.5% | $81,3820% | $145,922-44.2% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | 24.19% | 34.32%-10.1pp | 24.73%-0.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $2,025 | $2,978-32.0% | $2,463-17.8% | $4,660-56.5% |
| Participant deferral / active EE | $5,401 | $4,605+17.3% | $3,883+39.1% | $6,688-19.2% |
| Admin fee / account holder | $1,799 | $8,212-78.1% | $5,768-68.8% | $13,397-86.6% |