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 | $36,052 | $226,064-84.1% | $182,532-80.2% | $152,861-76.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 17.92% | 192.51%-174.6pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,848 | $4,978-42.8% | $4,076-30.1% | $4,762-40.2% |
| Participant deferral / active EE | $6,115 | $6,368-4.0% | $5,524+10.7% | $5,850+4.5% |
| Admin fee / account holder | $8,541 | $10,703-20.2% | $8,592-0.6% | $11,596-26.3% |