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 | $19,947 | $95,561-79.1% | $77,163-74.1% | $139,434-85.7% |
| Participation rate | 25.0% | 73.9%-48.9pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 9.47% | 54.92%-45.4pp | 37.87%-28.4pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,867 | $3,147-40.7% | $2,535-26.4% | $4,751-60.7% |
| Participant deferral / active EE | $3,038 | $4,624-34.3% | $3,833-20.8% | $6,710-54.7% |
| Admin fee / account holder | $1,949 | $8,295-76.5% | $5,472-64.4% | $11,403-82.9% |