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 | $36,569 | $99,652-63.3% | $78,778-53.6% | $147,584-75.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 15.79% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,124 | $2,796-24.0% | $1,986+7.0% | $4,876-56.4% |
| Participant deferral / active EE | $2,124 | $3,664-42.0% | $2,958-28.2% | $5,439-61.0% |
| Admin fee / account holder | $425 | $7,155-94.1% | $5,134-91.7% | $10,885-96.1% |