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 | $45,837 | $105,181-56.4% | $159,436-71.3% | $85,850-46.6% |
| Participation rate | 55.8% | 75.8%-19.9pp | 82.8%-27.0pp | 69.3%-13.5pp |
| Annual return | 19.49% | 45.07%-25.6pp | 263.57%-244.1pp | 318.53%-299.0pp |
| Employer contribution / active EE | $3,141 | $3,318-5.3% | $4,829-35.0% | $2,565+22.5% |
| Participant deferral / active EE | $3,765 | $5,945-36.7% | $7,352-48.8% | $3,952-4.7% |
| Admin fee / account holder | $2,463 | $6,933-64.5% | $10,799-77.2% | $6,260-60.7% |