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 | $18,858 | $88,751-78.8% | $81,812-77.0% | $145,922-87.1% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.3%-26.5pp | 80.3%-34.4pp |
| Annual return | 35.93% | 1025.40%-989.5pp | 773.79%-737.9pp | 561.29%-525.4pp |
| Employer contribution / active EE | $964 | $3,083-68.8% | $2,912-66.9% | $4,660-79.3% |
| Participant deferral / active EE | $2,123 | $4,643-54.3% | $4,319-50.8% | $6,688-68.3% |
| Admin fee / account holder | $1,285 | $8,415-84.7% | $7,386-82.6% | $13,397-90.4% |