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 | $22,018 | $104,106-78.9% | $71,086-69.0% | $135,375-83.7% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | 12.47% | 1256.30%-1243.8pp | 650.59%-638.1pp | 519.73%-507.3pp |
| Employer contribution / active EE | $811 | $1,485-45.4% | $1,088-25.4% | $4,779-83.0% |
| Participant deferral / active EE | $2,308 | $2,527-8.7% | $1,874+23.2% | $5,609-58.8% |
| Admin fee / account holder | $576 | $4,142-86.1% | $3,082-81.3% | $10,827-94.7% |