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 | $67,155 | $102,966-34.8% | $90,281-25.6% | $152,861-56.1% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.4%-40.8pp |
| Annual return | 20.81% | 95.16%-74.4pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,442 | $3,139-54.1% | $2,854-49.5% | $4,762-69.7% |
| Participant deferral / active EE | $3,317 | $4,281-22.5% | $3,885-14.6% | $5,850-43.3% |
| Admin fee / account holder | $10,338 | $6,171+67.5% | $5,351+93.2% | $11,596-10.9% |