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 | $18,694 | $91,037-79.5% | $71,671-73.9% | $147,584-87.3% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 16.52% | 20.48%-4.0pp | 20.65%-4.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,743 | $3,327-17.6% | $2,460+11.5% | $4,876-43.8% |
| Participant deferral / active EE | $3,528 | $4,498-21.6% | $3,438+2.6% | $5,439-35.1% |
| Admin fee / account holder | $1,350 | $8,613-84.3% | $5,558-75.7% | $10,885-87.6% |