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 | $37,970 | $80,753-53.0% | $136,294-72.1% | $62,292-39.0% |
| Participation rate | 60.9% | 73.5%-12.6pp | 81.9%-21.0pp | 69.5%-8.6pp |
| Annual return | 48.66% | 35.83%+12.8pp | 5155.94%-5107.3pp | 28.90%+19.8pp |
| Employer contribution / active EE | $764 | $2,884-73.5% | $4,695-83.7% | $2,042-62.6% |
| Participant deferral / active EE | $5,170 | $5,164+0.1% | $6,247-17.2% | $3,169+63.1% |
| Admin fee / account holder | $3,099 | $525+489.8% | $9,243-66.5% | $479+546.5% |