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 | $37,474 | $105,998-64.6% | $92,233-59.4% | $147,584-74.6% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.8pp | 82.8%-30.2pp |
| Annual return | 18.55% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,462 | $4,333-66.3% | $3,679-60.3% | $4,876-70.0% |
| Participant deferral / active EE | $4,673 | $4,478+4.4% | $3,897+19.9% | $5,439-14.1% |
| Admin fee / account holder | $578 | $6,332-90.9% | $5,194-88.9% | $10,885-94.7% |