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 | $84,012 | $104,907-19.9% | $84,611-0.7% | $152,861-45.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 29.46% | 373.79%-344.3pp | 258.74%-229.3pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,478 | $3,302-55.2% | $2,652-44.3% | $4,762-69.0% |
| Participant deferral / active EE | $4,369 | $4,688-6.8% | $3,899+12.1% | $5,850-25.3% |
| Admin fee / account holder | $494 | $6,241-92.1% | $4,912-89.9% | $11,596-95.7% |