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 | $19,752 | $48,046-58.9% | $84,611-76.7% | $72,985-72.9% |
| Participation rate | 65.6% | 57.6%+8.0pp | 68.2%-2.6pp | 69.5%-3.9pp |
| Annual return | 22.21% | 37.38%-15.2pp | 258.74%-236.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,886 | $1,602+142.6% | $2,652+46.5% | $2,440+59.3% |
| Participant deferral / active EE | $4,583 | $2,680+71.0% | $3,899+17.5% | $3,607+27.0% |
| Admin fee / account holder | $5,452 | $3,395+60.6% | $4,912+11.0% | $5,124+6.4% |