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 8-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 | $28,205 | $108,642-74.0% | $74,701-62.2% | $152,861-81.5% |
| Participation rate | 62.5% | 65.3%-2.8pp | 54.5%+8.0pp | 82.4%-19.9pp |
| Annual return | 14.79% | 114.06%-99.3pp | 752.92%-738.1pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,091 | $1,503-27.4% | $1,084+0.7% | $4,762-77.1% |
| Participant deferral / active EE | $1,588 | $2,712-41.5% | $1,964-19.1% | $5,850-72.9% |
| Admin fee / account holder | $13,018 | $4,902+165.5% | $3,333+290.6% | $11,596+12.3% |