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 | $14,511 | $104,907-86.2% | $84,611-82.8% | $152,861-90.5% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 22.29% | 373.79%-351.5pp | 258.74%-236.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,165 | $3,302-64.7% | $2,652-56.1% | $4,762-75.5% |
| Participant deferral / active EE | $2,211 | $4,688-52.8% | $3,899-43.3% | $5,850-62.2% |
| Admin fee / account holder | $4,296 | $6,241-31.2% | $4,912-12.6% | $11,596-63.0% |