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 | $20,415 | $83,337-75.5% | $67,834-69.9% | $273,961-92.5% |
| Participation rate | 46.2% | 76.4%-30.3pp | 68.8%-22.6pp | 83.0%-36.9pp |
| Annual return | 8.78% | 259.45%-250.7pp | 138.47%-129.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,691 | $3,287+42.7% | $2,403+95.2% | $4,869-3.7% |
| Participant deferral / active EE | $5,618 | $4,088+37.4% | $3,160+77.8% | $5,287+6.3% |
| Admin fee / account holder | $1,681 | $6,752-75.1% | $4,622-63.6% | $10,132-83.4% |