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 | $86,572 | $105,998-18.3% | $92,233-6.1% | $147,584-41.3% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 13.12% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,972 | $4,333-54.5% | $3,679-46.4% | $4,876-59.6% |
| Participant deferral / active EE | $4,479 | $4,4780% | $3,897+14.9% | $5,439-17.6% |
| Admin fee / account holder | $10,123 | $6,332+59.9% | $5,194+94.9% | $10,885-7.0% |