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 | $76,225 | $39,019+95.4% | $80,716-5.6% | $85,850-11.2% |
| Participation rate | 58.8% | 41.5%+17.3pp | 54.2%+4.7pp | 69.3%-10.5pp |
| Annual return | 13.52% | 26.27%-12.7pp | 87.28%-73.8pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,166 | $722+61.5% | $1,160+0.5% | $2,565-54.5% |
| Participant deferral / active EE | $2,471 | $1,326+86.4% | $2,146+15.2% | $3,952-37.5% |
| Admin fee / account holder | $2,046 | $2,431-15.8% | $3,380-39.5% | $6,260-67.3% |