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 | $43,533 | $102,966-57.7% | $90,281-51.8% | $152,861-71.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 28.88% | 95.16%-66.3pp | 78.10%-49.2pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,427 | $3,139+9.2% | $2,854+20.1% | $4,762-28.0% |
| Participant deferral / active EE | $2,229 | $4,281-47.9% | $3,885-42.6% | $5,850-61.9% |
| Admin fee / account holder | $456 | $6,171-92.6% | $5,351-91.5% | $11,596-96.1% |