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 | $43,417 | $48,570-10.6% | $130,648-66.8% | $72,985-40.5% |
| Participation rate | 60.6% | 58.6%+2.0pp | 71.7%-11.1pp | 69.5%-8.9pp |
| Annual return | 22.81% | 38.63%-15.8pp | 1708.96%-1686.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $772 | $1,334-42.1% | $4,092-81.1% | $2,440-68.3% |
| Participant deferral / active EE | $3,175 | $2,384+33.2% | $3,603-11.9% | $3,607-12.0% |
| Admin fee / account holder | $3,506 | $3,549-1.2% | $5,464-35.8% | $5,124-31.6% |