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 | $19,666 | $81,632-75.9% | $70,449-72.1% | $158,922-87.6% |
| Participation rate | 54.2% | 77.7%-23.6pp | 75.1%-20.9pp | 82.0%-27.8pp |
| Annual return | 9.31% | 208.40%-199.1pp | 109.03%-99.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,380 | $3,217-57.1% | $2,737-49.6% | $4,761-71.0% |
| Participant deferral / active EE | $1,930 | $4,554-57.6% | $3,709-48.0% | $5,982-67.7% |
| Admin fee / account holder | $2,043 | $6,193-67.0% | $3,845-46.9% | $11,246-81.8% |