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 | $23,316 | $126,574-81.6% | $106,213-78.0% | $145,922-84.0% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.34% | 224.79%-212.5pp | 116.14%-103.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,572 | $3,730+129.8% | $3,171+170.3% | $4,660+84.0% |
| Participant deferral / active EE | $18,029 | $5,724+215.0% | $5,016+259.4% | $6,688+169.6% |
| Admin fee / account holder | $15,930 | $17,304-7.9% | $11,033+44.4% | $13,397+18.9% |