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 | $62,225 | $35,183+76.9% | $73,545-15.4% | $70,131-11.3% |
| Participation rate | 64.7% | 42.9%+21.8pp | 54.9%+9.8pp | 69.5%-4.8pp |
| Annual return | 15.10% | 26.90%-11.8pp | -15.16%+30.3pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,200 | $709+69.4% | $1,219-1.5% | $2,342-48.8% |
| Participant deferral / active EE | $2,941 | $1,220+141.1% | $1,806+62.9% | $3,332-11.7% |
| Admin fee / account holder | $48,947 | $2,302+2026.1% | $2,320+2010.1% | $4,645+953.7% |