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 | $36,918 | $105,998-65.2% | $92,233-60.0% | $147,584-75.0% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 22.12% | 50.05%-27.9pp | 176.28%-154.2pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,280 | $4,333-47.4% | $3,679-38.0% | $4,876-53.2% |
| Participant deferral / active EE | $4,086 | $4,478-8.7% | $3,897+4.9% | $5,439-24.9% |
| Admin fee / account holder | $9,035 | $6,332+42.7% | $5,194+74.0% | $10,885-17.0% |