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 | $59,390 | $112,096-47.0% | $95,952-38.1% | $158,922-62.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 31.09% | 171.09%-140.0pp | 91.61%-60.5pp | 302.83%-271.7pp |
| Employer contribution / active EE | $2,086 | $3,198-34.8% | $2,541-17.9% | $4,761-56.2% |
| Participant deferral / active EE | $11,841 | $4,784+147.5% | $4,167+184.2% | $5,982+97.9% |
| Admin fee / account holder | $979 | $10,130-90.3% | $6,795-85.6% | $11,246-91.3% |