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 | $34,476 | $106,890-67.7% | $84,015-59.0% | $152,861-77.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 28.36% | 104.99%-76.6pp | 71.31%-42.9pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,078 | $2,734-24.0% | $1,983+4.7% | $4,762-56.4% |
| Participant deferral / active EE | $3,346 | $4,011-16.6% | $3,239+3.3% | $5,850-42.8% |
| Admin fee / account holder | $1,912 | $8,285-76.9% | $6,101-68.7% | $11,596-83.5% |