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 | $30,265 | $105,998-71.4% | $92,233-67.2% | $147,584-79.5% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 14.95% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,284 | $4,333-70.4% | $3,679-65.1% | $4,876-73.7% |
| Participant deferral / active EE | $2,841 | $4,478-36.6% | $3,897-27.1% | $5,439-47.8% |
| Admin fee / account holder | $12,573 | $6,332+98.6% | $5,194+142.1% | $10,885+15.5% |