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 | $18,195 | $81,632-77.7% | $70,449-74.2% | $158,922-88.6% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 32.51% | 208.40%-175.9pp | 109.03%-76.5pp | 302.83%-270.3pp |
| Employer contribution / active EE | $2,751 | $3,217-14.5% | $2,737+0.5% | $4,761-42.2% |
| Participant deferral / active EE | $4,489 | $4,554-1.4% | $3,709+21.1% | $5,982-25.0% |
| Admin fee / account holder | $582 | $6,193-90.6% | $3,845-84.9% | $11,246-94.8% |