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 | $50,455 | $89,753-43.8% | $107,525-53.1% | $84,808-40.5% |
| Participation rate | 32.9% | 68.1%-35.2pp | 75.1%-42.2pp | 68.3%-35.5pp |
| Annual return | 39.21% | 29.48%+9.7pp | 181.32%-142.1pp | 40.90%-1.7pp |
| Employer contribution / active EE | $1,076 | $3,113-65.4% | $3,754-71.3% | $2,631-59.1% |
| Participant deferral / active EE | $1,890 | $4,056-53.4% | $5,116-63.0% | $4,212-55.1% |
| Admin fee / account holder | $13,055 | $7,222+80.8% | $8,919+46.4% | $7,344+77.8% |