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 | $22,750 | $70,756-67.8% | $65,493-65.3% | $142,382-84.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 11.08% | 1754.89%-1743.8pp | 982.45%-971.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,315 | $2,881+15.1% | $2,574+28.8% | $4,299-22.9% |
| Participant deferral / active EE | $7,010 | $4,637+51.2% | $3,961+77.0% | $6,507+7.7% |
| Admin fee / account holder | $5,714 | $6,559-12.9% | $5,028+13.6% | $12,624-54.7% |