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 | $33,169 | $99,921-66.8% | $85,009-61.0% | $145,959-77.3% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 10.98% | 83.89%-72.9pp | 66.47%-55.5pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,097 | $3,233-66.1% | $2,728-59.8% | $4,661-76.5% |
| Participant deferral / active EE | $2,483 | $5,293-53.1% | $4,522-45.1% | $6,689-62.9% |
| Admin fee / account holder | $2,580 | $7,252-64.4% | $6,153-58.1% | $13,398-80.7% |