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 | $45,225 | $98,750-54.2% | $149,696-69.8% | $79,858-43.4% |
| Participation rate | 57.3% | 75.8%-18.5pp | 82.5%-25.2pp | 69.6%-12.3pp |
| Annual return | 32.58% | 27.43%+5.2pp | 276.60%-244.0pp | 31.71%+0.9pp |
| Employer contribution / active EE | $3,629 | $3,216+12.8% | $4,644-21.9% | $2,471+46.9% |
| Participant deferral / active EE | $5,428 | $5,680-4.4% | $6,842-20.7% | $3,740+45.1% |
| Admin fee / account holder | $3,411 | $6,053-43.6% | $9,309-63.4% | $5,306-35.7% |