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 | $16,693 | $99,877-83.3% | $84,966-80.4% | $145,922-88.6% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 9.68% | 83.76%-74.1pp | 66.38%-56.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,285 | $3,231-60.2% | $2,727-52.9% | $4,660-72.4% |
| Participant deferral / active EE | $2,163 | $5,291-59.1% | $4,519-52.1% | $6,688-67.7% |
| Admin fee / account holder | $9,255 | $7,248+27.7% | $6,149+50.5% | $13,397-30.9% |