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 | $37,726 | $85,202-55.7% | $172,739-78.2% | $72,985-48.3% |
| Participation rate | 53.2% | 70.1%-16.8pp | 82.6%-29.4pp | 69.5%-16.3pp |
| Annual return | 31.66% | 27.32%+4.3pp | 802.84%-771.2pp | 81.00%-49.3pp |
| Employer contribution / active EE | $697 | $3,324-79.0% | $5,143-86.4% | $2,440-71.4% |
| Participant deferral / active EE | $2,078 | $3,260-36.3% | $5,198-60.0% | $3,607-42.4% |
| Admin fee / account holder | $1,893 | $5,884-67.8% | $13,954-86.4% | $5,124-63.1% |