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 | $79,905 | $105,998-24.6% | $92,233-13.4% | $147,584-45.9% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 10.81% | 50.05%-39.2pp | 176.28%-165.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,953 | $4,333-54.9% | $3,679-46.9% | $4,876-59.9% |
| Participant deferral / active EE | $2,378 | $4,478-46.9% | $3,897-39.0% | $5,439-56.3% |
| Admin fee / account holder | $2,488 | $6,332-60.7% | $5,194-52.1% | $10,885-77.1% |