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 | $28,967 | $99,921-71.0% | $85,009-65.9% | $145,959-80.2% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 11.58% | 83.89%-72.3pp | 66.47%-54.9pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,038 | $3,233-36.9% | $2,728-25.3% | $4,661-56.3% |
| Participant deferral / active EE | $5,520 | $5,293+4.3% | $4,522+22.1% | $6,689-17.5% |
| Admin fee / account holder | $4,824 | $7,252-33.5% | $6,153-21.6% | $13,398-64.0% |