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 | $21,782 | $77,419-71.9% | $69,455-68.6% | $152,861-85.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 13.59% | 39.06%-25.5pp | 28.97%-15.4pp | 345.32%-331.7pp |
| Employer contribution / active EE | $2,211 | $3,315-33.3% | $2,779-20.4% | $4,762-53.6% |
| Participant deferral / active EE | $1,356 | $4,414-69.3% | $3,535-61.6% | $5,850-76.8% |
| Admin fee / account holder | $410 | $6,207-93.4% | $3,839-89.3% | $11,596-96.5% |