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 | $28,321 | $60,124-52.9% | $90,404-68.7% | $79,858-64.5% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 12.88% | 71.94%-59.1pp | 1293.02%-1280.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,949 | $2,068-5.8% | $3,262-40.3% | $2,471-21.1% |
| Participant deferral / active EE | $3,715 | $2,938+26.4% | $3,963-6.3% | $3,740-0.7% |
| Admin fee / account holder | $12,768 | $3,976+221.1% | $5,611+127.6% | $5,306+140.6% |