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 | $49,228 | $105,998-53.6% | $92,233-46.6% | $147,584-66.6% |
| Participation rate | 30.8% | 80.4%-49.6pp | 76.5%-45.7pp | 82.8%-52.1pp |
| Annual return | 23.43% | 50.05%-26.6pp | 176.28%-152.8pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,152 | $4,333-73.4% | $3,679-68.7% | $4,876-76.4% |
| Participant deferral / active EE | $1,216 | $4,478-72.8% | $3,897-68.8% | $5,439-77.6% |
| Admin fee / account holder | $922 | $6,332-85.4% | $5,194-82.2% | $10,885-91.5% |