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 | $42,386 | $152,587-72.2% | $125,175-66.1% | $152,861-72.3% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.4%-13.7pp |
| Annual return | 19.63% | 54.84%-35.2pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,126 | $4,946-57.0% | $3,865-45.0% | $4,762-55.4% |
| Participant deferral / active EE | $3,186 | $5,868-45.7% | $4,937-35.5% | $5,850-45.5% |
| Admin fee / account holder | $304 | $13,434-97.7% | $9,702-96.9% | $11,596-97.4% |