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 | $25,920 | $96,635-73.2% | $86,612-70.1% | $139,434-81.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 25.90% | 106.41%-80.5pp | 591.07%-565.2pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,110 | $3,263-35.3% | $3,022-30.2% | $4,751-55.6% |
| Participant deferral / active EE | $3,462 | $4,836-28.4% | $4,438-22.0% | $6,710-48.4% |
| Admin fee / account holder | $10,998 | $6,408+71.6% | $5,614+95.9% | $11,403-3.5% |