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 | $26,980 | $99,652-72.9% | $78,778-65.8% | $147,584-81.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 21.94% | 47.28%-25.3pp | 35.62%-13.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,965 | $2,796-29.7% | $1,986-1.0% | $4,876-59.7% |
| Participant deferral / active EE | $3,519 | $3,664-3.9% | $2,958+19.0% | $5,439-35.3% |
| Admin fee / account holder | $669 | $7,155-90.7% | $5,134-87.0% | $10,885-93.9% |