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 | $52,353-29.3% | $120,225-69.2% | $82,448-55.1% |
| Participation rate | 59.7% | 58.3%+1.4pp | 69.6%-9.8pp | 68.1%-8.3pp |
| Annual return | 22.72% | 61.85%-39.1pp | 439.23%-416.5pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,936 | $1,510+28.2% | $3,475-44.3% | $2,551-24.1% |
| Participant deferral / active EE | $4,348 | $2,627+65.5% | $3,999+8.7% | $4,139+5.1% |
| Admin fee / account holder | $1,693 | $4,363-61.2% | $5,696-70.3% | $7,234-76.6% |