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 | $51,485 | $39,019+31.9% | $80,716-36.2% | $85,850-40.0% |
| Participation rate | 65.8% | 41.5%+24.2pp | 54.2%+11.6pp | 69.3%-3.5pp |
| Annual return | 17.72% | 26.27%-8.6pp | 87.28%-69.6pp | 318.53%-300.8pp |
| Employer contribution / active EE | $933 | $722+29.3% | $1,160-19.5% | $2,565-63.6% |
| Participant deferral / active EE | $4,576 | $1,326+245.2% | $2,146+113.3% | $3,952+15.8% |
| Admin fee / account holder | $3,484 | $2,431+43.3% | $3,380+3.1% | $6,260-44.3% |