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 | $29,416 | $29,660-0.8% | $56,411-47.9% | $80,856-63.6% |
| Participation rate | 53.8% | 41.6%+12.1pp | 52.5%+1.3pp | 67.6%-13.9pp |
| Annual return | 20.21% | 35.23%-15.0pp | 1701.33%-1681.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,186 | $669+77.2% | $1,039+14.2% | $2,755-56.9% |
| Participant deferral / active EE | $2,131 | $1,226+73.8% | $1,952+9.2% | $4,296-50.4% |
| Admin fee / account holder | $2,215 | $2,428-8.8% | $2,829-21.7% | $6,918-68.0% |