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 | $56,382 | $91,190-38.2% | $178,490-68.4% | $79,858-29.4% |
| Participation rate | 69.4% | 69.2%+0.2pp | 81.9%-12.5pp | 69.6%-0.2pp |
| Annual return | 28.05% | 24.19%+3.9pp | 151.07%-123.0pp | 31.71%-3.7pp |
| Employer contribution / active EE | $1,247 | $3,256-61.7% | $5,011-75.1% | $2,471-49.5% |
| Participant deferral / active EE | $2,908 | $3,236-10.1% | $5,202-44.1% | $3,740-22.2% |
| Admin fee / account holder | $1,347 | $6,751-80.1% | $13,984-90.4% | $5,306-74.6% |