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 | $8,448 | $158,398-94.7% | $126,539-93.3% | $142,382-94.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 14.51% | 593.76%-579.3pp | 425.95%-411.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,474 | $4,650-46.8% | $3,674-32.7% | $4,299-42.5% |
| Participant deferral / active EE | $1,969 | $4,767-58.7% | $4,083-51.8% | $6,507-69.7% |
| Admin fee / account holder | $3,211 | $6,918-53.6% | $6,065-47.1% | $12,624-74.6% |