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 | $15,590 | $70,669-77.9% | $169,368-90.8% | $75,163-79.3% |
| Participation rate | 67.4% | 64.8%+2.6pp | 77.1%-9.8pp | 67.2%+0.2pp |
| Annual return | 22.30% | 36.36%-14.1pp | 405.60%-383.3pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,072 | $2,211-51.5% | $4,013-73.3% | $2,670-59.8% |
| Participant deferral / active EE | $2,328 | $4,311-46.0% | $6,221-62.6% | $4,125-43.6% |
| Admin fee / account holder | $9,471 | $5,402+75.3% | $9,003+5.2% | $5,651+67.6% |