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 | $37,038 | $53,516-30.8% | $126,539-70.7% | $84,808-56.3% |
| Participation rate | 59.7% | 58.2%+1.5pp | 69.8%-10.1pp | 68.3%-8.6pp |
| Annual return | 22.72% | 58.34%-35.6pp | 425.95%-403.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,936 | $1,535+26.1% | $3,674-47.3% | $2,631-26.4% |
| Participant deferral / active EE | $4,348 | $2,671+62.8% | $4,083+6.5% | $4,212+3.2% |
| Admin fee / account holder | $1,693 | $4,497-62.4% | $6,065-72.1% | $7,344-76.9% |