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 | $39,787 | $157,256-74.7% | $141,162-71.8% | $152,861-74.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 18.08% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,837 | $5,261-65.1% | $4,735-61.2% | $4,762-61.4% |
| Participant deferral / active EE | $6,183 | $7,109-13.0% | $6,709-7.8% | $5,850+5.7% |
| Admin fee / account holder | $25,972 | $12,120+114.3% | $10,261+153.1% | $11,596+124.0% |