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 | $73,909 | $105,998-30.3% | $92,233-19.9% | $147,584-49.9% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.8pp | 82.8%-30.2pp |
| Annual return | 21.65% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,324 | $4,333-69.4% | $3,679-64.0% | $4,876-72.8% |
| Participant deferral / active EE | $2,629 | $4,478-41.3% | $3,897-32.5% | $5,439-51.7% |
| Admin fee / account holder | $2,637 | $6,332-58.4% | $5,194-49.2% | $10,885-75.8% |