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 | $25,743 | $98,750-73.9% | $149,696-82.8% | $79,858-67.8% |
| Participation rate | 63.2% | 75.8%-12.5pp | 82.5%-19.2pp | 69.6%-6.4pp |
| Annual return | 30.19% | 27.43%+2.8pp | 276.60%-246.4pp | 31.71%-1.5pp |
| Employer contribution / active EE | $1,917 | $3,216-40.4% | $4,644-58.7% | $2,471-22.4% |
| Participant deferral / active EE | $3,828 | $5,680-32.6% | $6,842-44.0% | $3,740+2.4% |
| Admin fee / account holder | $3,060 | $6,053-49.4% | $9,309-67.1% | $5,306-42.3% |