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 | $40,400 | $102,966-60.8% | $90,281-55.3% | $152,861-73.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 17.63% | 95.16%-77.5pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,194 | $3,139-61.9% | $2,854-58.2% | $4,762-74.9% |
| Participant deferral / active EE | $2,381 | $4,281-44.4% | $3,885-38.7% | $5,850-59.3% |
| Admin fee / account holder | $1,365 | $6,171-77.9% | $5,351-74.5% | $11,596-88.2% |