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 | $26,712 | $88,751-69.9% | $81,812-67.3% | $145,922-81.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 14.34% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,552 | $3,083-17.2% | $2,912-12.4% | $4,660-45.2% |
| Participant deferral / active EE | $6,275 | $4,643+35.1% | $4,319+45.3% | $6,688-6.2% |
| Admin fee / account holder | $1,783 | $8,415-78.8% | $7,386-75.9% | $13,397-86.7% |