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 | $30,195 | $73,515-58.9% | $62,995-52.1% | $147,584-79.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 17.18% | 175.43%-158.3pp | 87.57%-70.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,945 | $3,320-11.3% | $2,759+6.8% | $4,876-39.6% |
| Participant deferral / active EE | $3,335 | $4,185-20.3% | $3,329+0.2% | $5,439-38.7% |
| Admin fee / account holder | $526 | $5,953-91.2% | $3,600-85.4% | $10,885-95.2% |