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 | $25,100 | $159,901-84.3% | $146,958-82.9% | $145,922-82.8% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 13.52% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,166 | $5,286-77.9% | $4,933-76.4% | $4,660-75.0% |
| Participant deferral / active EE | $4,900 | $8,428-41.9% | $8,070-39.3% | $6,688-26.7% |
| Admin fee / account holder | $5,895 | $15,044-60.8% | $12,998-54.6% | $13,397-56.0% |