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 | $53,136 | $80,812-34.2% | $160,784-67.0% | $82,448-35.6% |
| Participation rate | 68.6% | 66.2%+2.3pp | 77.0%-8.4pp | 68.1%+0.5pp |
| Annual return | 17.28% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,988 | $2,174-8.5% | $3,733-46.7% | $2,551-22.1% |
| Participant deferral / active EE | $4,694 | $4,335+8.3% | $6,293-25.4% | $4,139+13.4% |
| Admin fee / account holder | $1,009 | $7,695-86.9% | $9,717-89.6% | $7,234-86.0% |