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 | $49,739 | $152,587-67.4% | $125,175-60.3% | $152,861-67.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 121.52% | 54.84%+66.7pp | 43.79%+77.7pp | 345.32%-223.8pp |
| Employer contribution / active EE | $1,278 | $4,946-74.2% | $3,865-66.9% | $4,762-73.2% |
| Participant deferral / active EE | $5,401 | $5,868-8.0% | $4,937+9.4% | $5,850-7.7% |
| Admin fee / account holder | $1,647 | $13,434-87.7% | $9,702-83.0% | $11,596-85.8% |