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 | $35,757 | $81,625-56.2% | $58,482-38.9% | $139,434-74.4% |
| Participation rate | 54.2% | 61.3%-7.2pp | 50.9%+3.3pp | 80.3%-26.2pp |
| Annual return | 18.99% | 7404.20%-7385.2pp | 4239.32%-4220.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,348 | $1,398-3.6% | $1,053+28.0% | $4,751-71.6% |
| Participant deferral / active EE | $4,433 | $2,557+73.4% | $1,924+130.4% | $6,710-33.9% |
| Admin fee / account holder | $1,625 | $3,265-50.2% | $2,516-35.4% | $11,403-85.7% |