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 | $86,588 | $48,335+79.1% | $121,098-28.5% | $71,457+21.2% |
| Participation rate | 28.5% | 54.3%-25.8pp | 69.5%-41.0pp | 67.9%-39.4pp |
| Annual return | 24.84% | 23.32%+1.5pp | 985.75%-960.9pp | 28.85%-4.0pp |
| Employer contribution / active EE | $850 | $1,489-42.9% | $4,164-79.6% | $2,588-67.2% |
| Participant deferral / active EE | $1,442 | $2,754-47.6% | $4,080-64.7% | $4,289-66.4% |
| Admin fee / account holder | $3,144 | $1,841+70.8% | $5,644-44.3% | $1,587+98.1% |