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 | $29,875 | $107,334-72.2% | $92,893-67.8% | $152,861-80.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 17.41% | 145.58%-128.2pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,393 | $4,221-67.0% | $3,653-61.9% | $4,762-70.7% |
| Participant deferral / active EE | $6,500 | $4,845+34.2% | $4,236+53.4% | $5,850+11.1% |
| Admin fee / account holder | $10,466 | $7,079+47.8% | $5,794+80.6% | $11,596-9.8% |