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 | $14,672 | $73,515-80.0% | $62,995-76.7% | $147,584-90.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 14.45% | 175.43%-161.0pp | 87.57%-73.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,572 | $3,320-52.7% | $2,759-43.0% | $4,876-67.8% |
| Participant deferral / active EE | $946 | $4,185-77.4% | $3,329-71.6% | $5,439-82.6% |
| Admin fee / account holder | $3,431 | $5,953-42.4% | $3,600-4.7% | $10,885-68.5% |