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 | $34,604 | $54,701-36.7% | $86,188-59.9% | $71,457-51.6% |
| Participation rate | 52.5% | 60.1%-7.6pp | 69.0%-16.5pp | 67.9%-15.4pp |
| Annual return | 30.62% | 20.06%+10.6pp | 1168.45%-1137.8pp | 28.85%+1.8pp |
| Employer contribution / active EE | $1,790 | $1,265+41.5% | $2,380-24.8% | $2,588-30.8% |
| Participant deferral / active EE | $3,115 | $3,108+0.2% | $3,985-21.8% | $4,289-27.4% |
| Admin fee / account holder | $1,143 | $1,922-40.5% | $6,852-83.3% | $1,587-28.0% |