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 | $56,605 | $79,171-28.5% | $102,423-44.7% | $74,495-24.0% |
| Participation rate | 64.5% | 74.8%-10.3pp | 76.5%-12.0pp | 67.2%-2.7pp |
| Annual return | 12.54% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,402 | $2,362-40.6% | $3,023-53.6% | $2,623-46.5% |
| Participant deferral / active EE | $3,021 | $4,415-31.6% | $5,053-40.2% | $4,346-30.5% |
| Admin fee / account holder | $1,538 | $2,001-23.1% | $9,451-83.7% | $1,942-20.8% |