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 | $20,686 | $74,888-72.4% | $71,209-71.0% | $142,382-85.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.78% | 345.14%-331.4pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,427 | $2,854+55.1% | $2,721+62.7% | $4,299+3.0% |
| Participant deferral / active EE | $3,028 | $4,454-32.0% | $4,175-27.5% | $6,507-53.5% |
| Admin fee / account holder | $14,950 | $5,568+168.5% | $5,349+179.5% | $12,624+18.4% |