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 | $36,085 | $105,998-66.0% | $92,233-60.9% | $147,584-75.5% |
| Participation rate | 45.8% | 80.4%-34.6pp | 76.5%-30.6pp | 82.8%-37.0pp |
| Annual return | 12.35% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,383 | $4,333-68.1% | $3,679-62.4% | $4,876-71.6% |
| Participant deferral / active EE | $1,383 | $4,478-69.1% | $3,897-64.5% | $5,439-74.6% |
| Admin fee / account holder | $6,309 | $6,332-0.4% | $5,194+21.5% | $10,885-42.0% |