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 | $36,411 | $63,346-42.5% | $92,233-60.5% | $70,131-48.1% |
| Participation rate | 46.5% | 68.7%-22.2pp | 76.5%-30.0pp | 69.5%-23.0pp |
| Annual return | 14.21% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $5,453 | $2,471+120.7% | $3,679+48.2% | $2,342+132.8% |
| Participant deferral / active EE | $2,136 | $2,854-25.2% | $3,897-45.2% | $3,332-35.9% |
| Admin fee / account holder | $1,805 | $3,840-53.0% | $5,194-65.2% | $4,645-61.1% |