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 | $33,184 | $108,642-69.5% | $74,701-55.6% | $152,861-78.3% |
| Participation rate | 69.2% | 65.3%+3.9pp | 54.5%+14.8pp | 82.4%-13.2pp |
| Annual return | 23.50% | 114.06%-90.6pp | 752.92%-729.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,251 | $1,503-16.8% | $1,084+15.4% | $4,762-73.7% |
| Participant deferral / active EE | $2,624 | $2,712-3.2% | $1,964+33.6% | $5,850-55.1% |
| Admin fee / account holder | $1,885 | $4,902-61.6% | $3,333-43.5% | $11,596-83.7% |