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 | $28,628 | $109,982-74.0% | $97,226-70.6% | $145,922-80.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 10.86% | 242.90%-232.0pp | 75.13%-64.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,749 | $3,084-43.3% | $2,729-35.9% | $4,660-62.5% |
| Participant deferral / active EE | $4,298 | $4,676-8.1% | $4,264+0.8% | $6,688-35.7% |
| Admin fee / account holder | $328 | $6,221-94.7% | $5,654-94.2% | $13,397-97.6% |