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 | $48,096 | $29,660+62.2% | $56,411-14.7% | $80,856-40.5% |
| Participation rate | 41.7% | 41.6%0pp | 52.5%-10.8pp | 67.6%-26.0pp |
| Annual return | 15.94% | 35.23%-19.3pp | 1701.33%-1685.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,201 | $669+79.4% | $1,039+15.6% | $2,755-56.4% |
| Participant deferral / active EE | $2,358 | $1,226+92.3% | $1,952+20.8% | $4,296-45.1% |
| Admin fee / account holder | $2,056 | $2,428-15.3% | $2,829-27.3% | $6,918-70.3% |