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 | $27,394 | $100,852-72.8% | $90,404-69.7% | $158,922-82.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 14.84% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,764 | $3,689-52.2% | $3,262-45.9% | $4,761-62.9% |
| Participant deferral / active EE | $3,988 | $4,348-8.3% | $3,963+0.6% | $5,982-33.3% |
| Admin fee / account holder | $6,846 | $6,501+5.3% | $5,611+22.0% | $11,246-39.1% |