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 | $26,080 | $112,096-76.7% | $95,952-72.8% | $158,922-83.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 15.16% | 171.09%-155.9pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,875 | $3,198-41.4% | $2,541-26.2% | $4,761-60.6% |
| Participant deferral / active EE | $4,628 | $4,784-3.3% | $4,167+11.1% | $5,982-22.6% |
| Admin fee / account holder | $923 | $10,130-90.9% | $6,795-86.4% | $11,246-91.8% |