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 | $82,386 | $155,788-47.1% | $124,672-33.9% | $167,490-50.8% |
| Participation rate | 68.2% | 81.1%-12.9pp | 74.6%-6.4pp | 82.1%-13.9pp |
| Annual return | 30.96% | 17.97%+13.0pp | 5142.93%-5112.0pp | 478.56%-447.6pp |
| Employer contribution / active EE | $2,419 | $4,163-41.9% | $3,324-27.2% | $4,837-50.0% |
| Participant deferral / active EE | $3,338 | $5,673-41.2% | $4,614-27.7% | $6,341-47.4% |
| Admin fee / account holder | $763 | $9,531-92.0% | $7,493-89.8% | $12,309-93.8% |