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 8-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 | $65,000 | $45,035+44.3% | $62,995+3.2% | $70,131-7.3% |
| Participation rate | 56.7% | 69.5%-12.9pp | 74.8%-18.1pp | 69.5%-12.9pp |
| Annual return | 15.18% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,100 | $2,051-46.4% | $2,759-60.1% | $2,342-53.0% |
| Participant deferral / active EE | $2,871 | $2,465+16.5% | $3,329-13.8% | $3,332-13.8% |
| Admin fee / account holder | $517 | $2,834-81.8% | $3,600-85.6% | $4,645-88.9% |