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 | $28,972 | $102,966-71.9% | $90,281-67.9% | $152,861-81.0% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.4%-13.7pp |
| Annual return | 19.93% | 95.16%-75.2pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,461 | $3,139-21.6% | $2,854-13.8% | $4,762-48.3% |
| Participant deferral / active EE | $3,507 | $4,281-18.1% | $3,885-9.8% | $5,850-40.1% |
| Admin fee / account holder | $5,434 | $6,171-11.9% | $5,351+1.5% | $11,596-53.1% |