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 | $82,479 | $105,998-22.2% | $92,233-10.6% | $147,584-44.1% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 14.17% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,548 | $4,333-41.2% | $3,679-30.7% | $4,876-47.7% |
| Participant deferral / active EE | $4,099 | $4,478-8.5% | $3,897+5.2% | $5,439-24.6% |
| Admin fee / account holder | $8,645 | $6,332+36.5% | $5,194+66.5% | $10,885-20.6% |