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 | $27,961 | $108,642-74.3% | $74,701-62.6% | $152,861-81.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 17.74% | 114.06%-96.3pp | 752.92%-735.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,011 | $1,503-32.7% | $1,084-6.7% | $4,762-78.8% |
| Participant deferral / active EE | $2,296 | $2,712-15.4% | $1,964+16.9% | $5,850-60.8% |
| Admin fee / account holder | $380 | $4,902-92.3% | $3,333-88.6% | $11,596-96.7% |