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 | $51,740 | $165,335-68.7% | $149,696-65.4% | $158,922-67.4% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 11.99% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $7,223 | $5,103+41.5% | $4,644+55.5% | $4,761+51.7% |
| Participant deferral / active EE | $6,574 | $7,181-8.5% | $6,842-3.9% | $5,982+9.9% |
| Admin fee / account holder | $7,273 | $10,807-32.7% | $9,309-21.9% | $11,246-35.3% |