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 | $22,101 | $102,966-78.5% | $90,281-75.5% | $152,861-85.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 24.53% | 95.16%-70.6pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,242 | $3,139-60.4% | $2,854-56.5% | $4,762-73.9% |
| Participant deferral / active EE | $1,988 | $4,281-53.6% | $3,885-48.8% | $5,850-66.0% |
| Admin fee / account holder | $4,409 | $6,171-28.5% | $5,351-17.6% | $11,596-62.0% |