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 | $19,791 | $46,722-57.6% | $130,648-84.9% | $65,185-69.6% |
| Participation rate | 50.4% | 60.9%-10.5pp | 71.7%-21.3pp | 70.2%-19.8pp |
| Annual return | 34.44% | 24.17%+10.3pp | 1708.96%-1674.5pp | 29.38%+5.1pp |
| Employer contribution / active EE | $1,349 | $1,488-9.3% | $4,092-67.0% | $2,177-38.0% |
| Participant deferral / active EE | $3,750 | $2,545+47.3% | $3,603+4.1% | $3,514+6.7% |
| Admin fee / account holder | $1,193 | $453+163.5% | $5,464-78.2% | $847+40.9% |