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 | $26,847 | $102,966-73.9% | $90,281-70.3% | $152,861-82.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.43% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,485 | $3,139-52.7% | $2,854-48.0% | $4,762-68.8% |
| Participant deferral / active EE | $1,815 | $4,281-57.6% | $3,885-53.3% | $5,850-69.0% |
| Admin fee / account holder | $808 | $6,171-86.9% | $5,351-84.9% | $11,596-93.0% |