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 | $19,930 | $102,616-80.6% | $81,983-75.7% | $158,922-87.5% |
| Participation rate | 68.8% | 75.5%-6.8pp | 69.2%-0.5pp | 82.0%-13.2pp |
| Annual return | 16.24% | 61.04%-44.8pp | 41.31%-25.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,105 | $3,240-65.9% | $2,498-55.8% | $4,761-76.8% |
| Participant deferral / active EE | $3,488 | $4,648-25.0% | $3,722-6.3% | $5,982-41.7% |
| Admin fee / account holder | $6,785 | $8,235-17.6% | $5,664+19.8% | $11,246-39.7% |