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 | $25,146 | $73,515-65.8% | $62,995-60.1% | $147,584-83.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 9.44% | 175.43%-166.0pp | 87.57%-78.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,148 | $3,320-35.3% | $2,759-22.1% | $4,876-55.9% |
| Participant deferral / active EE | $5,483 | $4,185+31.0% | $3,329+64.7% | $5,439+0.8% |
| Admin fee / account holder | $15,110 | $5,953+153.8% | $3,600+319.7% | $10,885+38.8% |