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 | $66,680 | $102,966-35.2% | $90,281-26.1% | $152,861-56.4% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.4%-29.8pp |
| Annual return | 20.92% | 95.16%-74.2pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,910 | $3,139-39.1% | $2,854-33.1% | $4,762-59.9% |
| Participant deferral / active EE | $2,970 | $4,281-30.6% | $3,885-23.6% | $5,850-49.2% |
| Admin fee / account holder | $1,215 | $6,171-80.3% | $5,351-77.3% | $11,596-89.5% |