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 | $70,579 | $34,934+102.0% | $56,411+25.1% | $74,495-5.3% |
| Participation rate | 30.0% | 32.8%-2.8pp | 52.5%-22.5pp | 67.2%-37.2pp |
| Annual return | 11.37% | 25.94%-14.6pp | 1701.33%-1690.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $720 | $609+18.3% | $1,039-30.6% | $2,623-72.5% |
| Participant deferral / active EE | $1,843 | $1,170+57.5% | $1,952-5.6% | $4,346-57.6% |
| Admin fee / account holder | $1,940 | $2,364-17.9% | $2,829-31.4% | $1,942-0.1% |