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 | $15,675 | $53,822-70.9% | $75,696-79.3% | $85,850-81.7% |
| Participation rate | 60.0% | 69.1%-9.1pp | 74.8%-14.8pp | 69.3%-9.3pp |
| Annual return | 32.40% | 24.54%+7.9pp | 104.53%-72.1pp | 318.53%-286.1pp |
| Employer contribution / active EE | $1,573 | $2,017-22.0% | $2,743-42.6% | $2,565-38.7% |
| Participant deferral / active EE | $1,258 | $2,895-56.6% | $3,821-67.1% | $3,952-68.2% |
| Admin fee / account holder | $733 | $3,343-78.1% | $3,619-79.7% | $6,260-88.3% |