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 | $72,699 | $144,119-49.6% | $117,854-38.3% | $147,584-50.7% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 41.38% | 531.15%-489.8pp | 335.08%-293.7pp | 578.55%-537.2pp |
| Employer contribution / active EE | $1,668 | $4,896-65.9% | $3,786-56.0% | $4,876-65.8% |
| Participant deferral / active EE | $1,857 | $5,316-65.1% | $4,482-58.6% | $5,439-65.9% |
| Admin fee / account holder | $3,645 | $10,886-66.5% | $8,020-54.5% | $10,885-66.5% |