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 | $32,508 | $30,400+6.9% | $53,898-39.7% | $84,808-61.7% |
| Participation rate | 63.0% | 46.4%+16.5pp | 55.0%+8.0pp | 68.3%-5.3pp |
| Annual return | 16.71% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $668 | $603+10.8% | $932-28.3% | $2,631-74.6% |
| Participant deferral / active EE | $1,763 | $1,199+47.1% | $1,826-3.5% | $4,212-58.1% |
| Admin fee / account holder | $1,505 | $1,993-24.5% | $2,491-39.6% | $7,344-79.5% |