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 | $17,981 | $102,966-82.5% | $90,281-80.1% | $152,861-88.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 11.43% | 95.16%-83.7pp | 78.10%-66.7pp | 345.32%-333.9pp |
| Employer contribution / active EE | $2,030 | $3,139-35.3% | $2,854-28.9% | $4,762-57.4% |
| Participant deferral / active EE | $5,276 | $4,281+23.2% | $3,885+35.8% | $5,850-9.8% |
| Admin fee / account holder | $111,160 | $6,171+1701.4% | $5,351+1977.3% | $11,596+858.6% |