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 | $58,132 | $99,652-41.7% | $78,778-26.2% | $147,584-60.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 9.36% | 47.28%-37.9pp | 35.62%-26.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $366 | $2,796-86.9% | $1,986-81.6% | $4,876-92.5% |
| Participant deferral / active EE | $3,180 | $3,664-13.2% | $2,958+7.5% | $5,439-41.5% |
| Admin fee / account holder | $16,492 | $7,155+130.5% | $5,134+221.2% | $10,885+51.5% |