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 | $21,258 | $115,770-81.6% | $101,248-79.0% | $158,922-86.6% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 18.06% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,392 | $4,175-66.7% | $3,660-62.0% | $4,761-70.8% |
| Participant deferral / active EE | $1,711 | $4,957-65.5% | $4,370-60.8% | $5,982-71.4% |
| Admin fee / account holder | $1,804 | $7,245-75.1% | $5,945-69.7% | $11,246-84.0% |