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 | $56,551 | $102,966-45.1% | $90,281-37.4% | $152,861-63.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 20.42% | 95.16%-74.7pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,400 | $3,139+40.2% | $2,854+54.1% | $4,762-7.6% |
| Participant deferral / active EE | $4,583 | $4,281+7.1% | $3,885+18.0% | $5,850-21.7% |
| Admin fee / account holder | $7,793 | $6,171+26.3% | $5,351+45.6% | $11,596-32.8% |