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 | $66,452 | $155,788-57.3% | $124,672-46.7% | $167,490-60.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 10.41% | 17.97%-7.6pp | 5142.93%-5132.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,186 | $4,163-71.5% | $3,324-64.3% | $4,837-75.5% |
| Participant deferral / active EE | $4,871 | $5,673-14.1% | $4,614+5.6% | $6,341-23.2% |
| Admin fee / account holder | $10,514 | $9,531+10.3% | $7,493+40.3% | $12,309-14.6% |