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 | $18,525 | $110,502-83.2% | $80,716-77.0% | $167,490-88.9% |
| Participation rate | 62.5% | 64.0%-1.5pp | 54.2%+8.3pp | 82.1%-19.6pp |
| Annual return | 98.67% | 120.54%-21.9pp | 87.28%+11.4pp | 478.56%-379.9pp |
| Employer contribution / active EE | $765 | $1,543-50.4% | $1,160-34.1% | $4,837-84.2% |
| Participant deferral / active EE | $2,604 | $2,871-9.3% | $2,146+21.3% | $6,341-58.9% |
| Admin fee / account holder | $1,181 | $4,545-74.0% | $3,380-65.1% | $12,309-90.4% |