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 | $70,437 | $39,019+80.5% | $80,716-12.7% | $85,850-18.0% |
| Participation rate | 56.8% | 41.5%+15.2pp | 54.2%+2.6pp | 69.3%-12.6pp |
| Annual return | 15.63% | 26.27%-10.6pp | 87.28%-71.6pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,627 | $722+125.4% | $1,160+40.3% | $2,565-36.6% |
| Participant deferral / active EE | $2,472 | $1,326+86.5% | $2,146+15.2% | $3,952-37.4% |
| Admin fee / account holder | $10,809 | $2,431+344.7% | $3,380+219.8% | $6,260+72.7% |