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 | $32,968 | $58,694-43.8% | $142,863-76.9% | $85,850-61.6% |
| Participation rate | 56.7% | 58.5%-1.8pp | 71.9%-15.3pp | 69.3%-12.6pp |
| Annual return | 73.73% | 27.72%+46.0pp | 5637.54%-5563.8pp | 318.53%-244.8pp |
| Employer contribution / active EE | $1,362 | $1,423-4.3% | $4,144-67.1% | $2,565-46.9% |
| Participant deferral / active EE | $2,923 | $2,607+12.1% | $3,837-23.8% | $3,952-26.0% |
| Admin fee / account holder | $6,149 | $4,239+45.0% | $6,560-6.3% | $6,260-1.8% |