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 | $26,488 | $102,966-74.3% | $90,281-70.7% | $152,861-82.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 14.04% | 95.16%-81.1pp | 78.10%-64.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $3,010 | $3,139-4.1% | $2,854+5.5% | $4,762-36.8% |
| Participant deferral / active EE | $13,995 | $4,281+226.9% | $3,885+260.2% | $5,850+139.2% |
| Admin fee / account holder | $23,368 | $6,171+278.7% | $5,351+336.7% | $11,596+101.5% |