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 | $35,215 | $68,346-48.5% | $94,646-62.8% | $75,163-53.1% |
| Participation rate | 47.9% | 76.1%-28.2pp | 80.8%-32.9pp | 67.2%-19.3pp |
| Annual return | 34.55% | 616.93%-582.4pp | 156.71%-122.2pp | 160.62%-126.1pp |
| Employer contribution / active EE | $1,835 | $2,701-32.1% | $3,672-50.0% | $2,670-31.3% |
| Participant deferral / active EE | $3,133 | $6,537-52.1% | $7,418-57.8% | $4,125-24.0% |
| Admin fee / account holder | $3,826 | $5,326-28.2% | $7,231-47.1% | $5,651-32.3% |