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 | $37,928 | $85,766-55.8% | $136,294-72.2% | $70,131-45.9% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 31.83% | 31.45%+0.4pp | 5155.94%-5124.1pp | 73.14%-41.3pp |
| Employer contribution / active EE | $2,549 | $2,966-14.1% | $4,695-45.7% | $2,342+8.8% |
| Participant deferral / active EE | $5,586 | $5,051+10.6% | $6,247-10.6% | $3,332+67.7% |
| Admin fee / account holder | $6,135 | $5,420+13.2% | $9,243-33.6% | $4,645+32.1% |