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 5-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 | $16,654 | $99,921-83.3% | $85,009-80.4% | $145,959-88.6% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.3pp | 80.3%-17.1pp |
| Annual return | 22.42% | 83.89%-61.5pp | 66.47%-44.1pp | 561.95%-539.5pp |
| Employer contribution / active EE | $1,463 | $3,233-54.7% | $2,728-46.4% | $4,661-68.6% |
| Participant deferral / active EE | $2,529 | $5,293-52.2% | $4,522-44.1% | $6,689-62.2% |
| Admin fee / account holder | $1,512 | $7,252-79.1% | $6,153-75.4% | $13,398-88.7% |