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 | $54,744 | $162,781-66.4% | $133,956-59.1% | $158,922-65.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 15.54% | 41.94%-26.4pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,156 | $4,975-56.7% | $3,919-45.0% | $4,761-54.7% |
| Participant deferral / active EE | $7,152 | $5,911+21.0% | $5,048+41.7% | $5,982+19.6% |
| Admin fee / account holder | $22,197 | $11,736+89.1% | $8,927+148.6% | $11,246+97.4% |