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 | $67,873 | $39,019+73.9% | $80,716-15.9% | $85,850-20.9% |
| Participation rate | 65.6% | 41.5%+24.1pp | 54.2%+11.5pp | 69.3%-3.7pp |
| Annual return | 14.04% | 26.27%-12.2pp | 87.28%-73.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,372 | $722+90.0% | $1,160+18.2% | $2,565-46.5% |
| Participant deferral / active EE | $3,763 | $1,326+183.9% | $2,146+75.4% | $3,952-4.8% |
| Admin fee / account holder | $2,715 | $2,431+11.7% | $3,380-19.7% | $6,260-56.6% |