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 | $42,318 | $99,918-57.6% | $81,382-48.0% | $145,922-71.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 9.43% | 34.32%-24.9pp | 24.73%-15.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,353 | $2,978-54.6% | $2,463-45.1% | $4,660-71.0% |
| Participant deferral / active EE | $8,063 | $4,605+75.1% | $3,883+107.7% | $6,688+20.6% |
| Admin fee / account holder | $1,210 | $8,212-85.3% | $5,768-79.0% | $13,397-91.0% |