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 8-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 | $54,952 | $29,660+85.3% | $56,411-2.6% | $80,856-32.0% |
| Participation rate | 59.2% | 41.6%+17.5pp | 52.5%+6.7pp | 67.6%-8.5pp |
| Annual return | 14.32% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $896 | $669+33.9% | $1,039-13.7% | $2,755-67.5% |
| Participant deferral / active EE | $2,774 | $1,226+126.3% | $1,952+42.1% | $4,296-35.4% |
| Admin fee / account holder | $1,017 | $2,428-58.1% | $2,829-64.1% | $6,918-85.3% |