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 | $21,353 | $73,515-71.0% | $62,995-66.1% | $147,584-85.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.37% | 175.43%-159.1pp | 87.57%-71.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,622 | $3,320+9.1% | $2,759+31.3% | $4,876-25.7% |
| Participant deferral / active EE | $4,829 | $4,185+15.4% | $3,329+45.0% | $5,439-11.2% |
| Admin fee / account holder | $4,456 | $5,953-25.1% | $3,600+23.8% | $10,885-59.1% |