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 | $41,676 | $165,984-74.9% | $164,813-74.7% | $145,922-71.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 10.88% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,542 | $5,273-51.8% | $4,341-41.4% | $4,660-45.4% |
| Participant deferral / active EE | $9,714 | $6,959+39.6% | $6,031+61.1% | $6,688+45.3% |
| Admin fee / account holder | $13,860 | $16,648-16.7% | $12,690+9.2% | $13,397+3.5% |