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 | $44,093 | $108,642-59.4% | $74,701-41.0% | $152,861-71.2% |
| Participation rate | 56.5% | 65.3%-8.8pp | 54.5%+2.1pp | 82.4%-25.9pp |
| Annual return | 25.42% | 114.06%-88.6pp | 752.92%-727.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $476 | $1,503-68.3% | $1,084-56.1% | $4,762-90.0% |
| Participant deferral / active EE | $2,920 | $2,712+7.7% | $1,964+48.7% | $5,850-50.1% |
| Admin fee / account holder | $1,866 | $4,902-61.9% | $3,333-44.0% | $11,596-83.9% |