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 | $19,640 | $102,616-80.9% | $81,983-76.0% | $158,922-87.6% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 17.74% | 61.04%-43.3pp | 41.31%-23.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,224 | $3,240-62.2% | $2,498-51.0% | $4,761-74.3% |
| Participant deferral / active EE | $3,404 | $4,648-26.8% | $3,722-8.5% | $5,982-43.1% |
| Admin fee / account holder | $1,186 | $8,235-85.6% | $5,664-79.1% | $11,246-89.5% |