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 | $81,000 | $83,902-3.5% | $167,512-51.6% | $84,808-4.5% |
| Participation rate | 69.6% | 66.5%+3.2pp | 77.1%-7.4pp | 68.3%+1.3pp |
| Annual return | 15.84% | 91.55%-75.7pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,624 | $2,264+15.9% | $3,882-32.4% | $2,631-0.2% |
| Participant deferral / active EE | $5,921 | $4,442+33.3% | $6,405-7.5% | $4,212+40.6% |
| Admin fee / account holder | $4,125 | $7,915-47.9% | $9,769-57.8% | $7,344-43.8% |