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 | $28,741 | $105,998-72.9% | $92,233-68.8% | $147,584-80.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 78.20% | 50.05%+28.2pp | 176.28%-98.1pp | 578.55%-500.3pp |
| Employer contribution / active EE | $2,380 | $4,333-45.1% | $3,679-35.3% | $4,876-51.2% |
| Participant deferral / active EE | $8,165 | $4,478+82.3% | $3,897+109.5% | $5,439+50.1% |
| Admin fee / account holder | $1,344 | $6,332-78.8% | $5,194-74.1% | $10,885-87.7% |