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 | $34,944 | $48,570-28.1% | $130,648-73.3% | $72,985-52.1% |
| Participation rate | 64.0% | 58.6%+5.4pp | 71.7%-7.7pp | 69.5%-5.5pp |
| Annual return | 24.86% | 38.63%-13.8pp | 1708.96%-1684.1pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,470 | $1,334+10.2% | $4,092-64.1% | $2,440-39.7% |
| Participant deferral / active EE | $3,759 | $2,384+57.7% | $3,603+4.3% | $3,607+4.2% |
| Admin fee / account holder | $3,066 | $3,549-13.6% | $5,464-43.9% | $5,124-40.2% |