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 | $80,890 | $60,124+34.5% | $90,404-10.5% | $79,858+1.3% |
| Participation rate | 37.8% | 65.0%-27.2pp | 72.7%-34.9pp | 69.6%-31.9pp |
| Annual return | 15.51% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $363 | $2,068-82.5% | $3,262-88.9% | $2,471-85.3% |
| Participant deferral / active EE | $3,980 | $2,938+35.5% | $3,963+0.4% | $3,740+6.4% |
| Admin fee / account holder | $1,659 | $3,976-58.3% | $5,611-70.4% | $5,306-68.7% |