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 | $58,450 | $102,317-42.9% | $146,958-60.2% | $80,856-27.7% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 21.05% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,006 | $3,713+7.9% | $4,933-18.8% | $2,755+45.4% |
| Participant deferral / active EE | $8,719 | $6,644+31.2% | $8,070+8.0% | $4,296+103.0% |
| Admin fee / account holder | $890 | $7,941-88.8% | $12,998-93.2% | $6,918-87.1% |