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 | $24,703 | $53,127-53.5% | $86,590-71.5% | $70,131-64.8% |
| Participation rate | 55.6% | 65.3%-9.8pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 43.13% | 27.66%+15.5pp | 964.84%-921.7pp | 73.14%-30.0pp |
| Employer contribution / active EE | $1,755 | $2,068-15.1% | $2,839-38.2% | $2,342-25.1% |
| Participant deferral / active EE | $4,465 | $2,696+65.6% | $3,609+23.7% | $3,332+34.0% |
| Admin fee / account holder | $2,825 | $3,585-21.2% | $4,906-42.4% | $4,645-39.2% |