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 | $27,469 | $100,852-72.8% | $90,404-69.6% | $158,922-82.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 13.86% | 1724.20%-1710.3pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,241 | $3,689-66.3% | $3,262-61.9% | $4,761-73.9% |
| Participant deferral / active EE | $5,434 | $4,348+25.0% | $3,963+37.1% | $5,982-9.2% |
| Admin fee / account holder | $314 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |