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 | $21,143 | $99,341-78.7% | $84,750-75.1% | $273,961-92.3% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 155.52% | 22.93%+132.6pp | 22.78%+132.7pp | 41.45%+114.1pp |
| Employer contribution / active EE | $3,390 | $4,214-19.5% | $3,574-5.2% | $4,869-30.4% |
| Participant deferral / active EE | $8,390 | $4,269+96.5% | $3,712+126.0% | $5,287+58.7% |
| Admin fee / account holder | $1,726 | $6,644-74.0% | $5,332-67.6% | $10,132-83.0% |