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 | $81,806 | $85,202-4.0% | $172,739-52.6% | $72,985+12.1% |
| Participation rate | 67.4% | 70.1%-2.6pp | 82.6%-15.2pp | 69.5%-2.0pp |
| Annual return | 26.68% | 27.32%-0.6pp | 802.84%-776.2pp | 81.00%-54.3pp |
| Employer contribution / active EE | $621 | $3,324-81.3% | $5,143-87.9% | $2,440-74.5% |
| Participant deferral / active EE | $2,002 | $3,260-38.6% | $5,198-61.5% | $3,607-44.5% |
| Admin fee / account holder | $658 | $5,884-88.8% | $13,954-95.3% | $5,124-87.2% |