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 7-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 | $64,959 | $56,114+15.8% | $96,139-32.4% | $85,850-24.3% |
| Participation rate | 65.8% | 56.7%+9.1pp | 68.4%-2.7pp | 69.3%-3.5pp |
| Annual return | 12.21% | 42.30%-30.1pp | 191.94%-179.7pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,116 | $1,620-31.1% | $2,797-60.1% | $2,565-56.5% |
| Participant deferral / active EE | $2,327 | $2,859-18.6% | $4,349-46.5% | $3,952-41.1% |
| Admin fee / account holder | $1,702 | $3,768-54.8% | $5,537-69.3% | $6,260-72.8% |