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 | $6,867 | $67,823-89.9% | $52,425-86.9% | $137,256-95.0% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 9.11% | 219.11%-210.0pp | 302.12%-293.0pp | 220.34%-211.2pp |
| Employer contribution / active EE | $311 | $1,163-73.3% | $914-66.0% | $4,156-92.5% |
| Participant deferral / active EE | $664 | $2,288-71.0% | $1,790-62.9% | $6,407-89.6% |
| Admin fee / account holder | $2,648 | $2,844-6.9% | $2,495+6.1% | $12,270-78.4% |