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 | $35,175 | $80,753-56.4% | $136,294-74.2% | $62,292-43.5% |
| Participation rate | 56.8% | 73.5%-16.8pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 20.35% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,733 | $2,884-39.9% | $4,695-63.1% | $2,042-15.2% |
| Participant deferral / active EE | $3,488 | $5,164-32.4% | $6,247-44.2% | $3,169+10.1% |
| Admin fee / account holder | $899 | $525+71.1% | $9,243-90.3% | $479+87.5% |