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 | $28,790 | $102,966-72.0% | $90,281-68.1% | $152,861-81.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 27.90% | 95.16%-67.3pp | 78.10%-50.2pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,559 | $3,139-18.5% | $2,854-10.3% | $4,762-46.3% |
| Participant deferral / active EE | $2,843 | $4,281-33.6% | $3,885-26.8% | $5,850-51.4% |
| Admin fee / account holder | $801 | $6,171-87.0% | $5,351-85.0% | $11,596-93.1% |