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 | $31,250 | $107,334-70.9% | $92,893-66.4% | $152,861-79.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 20.71% | 145.58%-124.9pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,051 | $4,221-51.4% | $3,653-43.9% | $4,762-56.9% |
| Participant deferral / active EE | $4,333 | $4,845-10.6% | $4,236+2.3% | $5,850-25.9% |
| Admin fee / account holder | $1,397 | $7,079-80.3% | $5,794-75.9% | $11,596-88.0% |