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 | $47,672 | $27,915+70.8% | $58,482-18.5% | $75,163-36.6% |
| Participation rate | 48.1% | 38.8%+9.2pp | 50.9%-2.8pp | 67.2%-19.1pp |
| Annual return | 23.69% | 44.20%-20.5pp | 4239.32%-4215.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $698 | $669+4.3% | $1,053-33.7% | $2,670-73.9% |
| Participant deferral / active EE | $1,293 | $1,201+7.6% | $1,924-32.8% | $4,125-68.7% |
| Admin fee / account holder | $5,541 | $1,726+221.1% | $2,516+120.2% | $5,651-1.9% |