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 | $54,871 | $183,963-70.2% | $162,163-66.2% | $152,861-64.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 14.74% | 150.76%-136.0pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $5,627 | $6,371-11.7% | $5,614+0.2% | $4,762+18.2% |
| Participant deferral / active EE | $7,607 | $8,034-5.3% | $7,298+4.2% | $5,850+30.0% |
| Admin fee / account holder | $54,911 | $13,121+318.5% | $10,843+406.4% | $11,596+373.5% |