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 | $34,714 | $159,901-78.3% | $146,958-76.4% | $145,922-76.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.89% | 98.13%-84.2pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,480 | $5,286-72.0% | $4,933-70.0% | $4,660-68.2% |
| Participant deferral / active EE | $4,542 | $8,428-46.1% | $8,070-43.7% | $6,688-32.1% |
| Admin fee / account holder | $2,502 | $15,044-83.4% | $12,998-80.8% | $13,397-81.3% |