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 | $27,132 | $102,966-73.6% | $90,281-69.9% | $152,861-82.3% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.4%-20.9pp |
| Annual return | 17.41% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,504 | $3,139-52.1% | $2,854-47.3% | $4,762-68.4% |
| Participant deferral / active EE | $1,976 | $4,281-53.9% | $3,885-49.2% | $5,850-66.2% |
| Admin fee / account holder | $595 | $6,171-90.4% | $5,351-88.9% | $11,596-94.9% |