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 | $26,645 | $105,181-74.7% | $159,436-83.3% | $85,850-69.0% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 17.52% | 45.07%-27.6pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,740 | $3,318-47.6% | $4,829-64.0% | $2,565-32.2% |
| Participant deferral / active EE | $4,061 | $5,945-31.7% | $7,352-44.8% | $3,952+2.8% |
| Admin fee / account holder | $1,062 | $6,933-84.7% | $10,799-90.2% | $6,260-83.0% |