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 | $27,769 | $110,502-74.9% | $80,716-65.6% | $167,490-83.4% |
| Participation rate | 61.9% | 64.0%-2.1pp | 54.2%+7.7pp | 82.1%-20.2pp |
| Annual return | 13.59% | 120.54%-106.9pp | 87.28%-73.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,123 | $1,543+102.5% | $1,160+169.2% | $4,837-35.4% |
| Participant deferral / active EE | $2,229 | $2,871-22.4% | $2,146+3.9% | $6,341-64.8% |
| Admin fee / account holder | $435 | $4,545-90.4% | $3,380-87.1% | $12,309-96.5% |