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 | $30,401 | $73,515-58.6% | $62,995-51.7% | $147,584-79.4% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.8%-47.5pp | 82.8%-55.6pp |
| Annual return | 14.06% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,476 | $3,320+4.7% | $2,759+26.0% | $4,876-28.7% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,435 | $5,953+125.7% | $3,600+273.2% | $10,885+23.4% |