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 | $32,172 | $57,281-43.8% | $86,612-62.9% | $75,163-57.2% |
| Participation rate | 68.4% | 63.2%+5.2pp | 71.7%-3.3pp | 67.2%+1.2pp |
| Annual return | 16.42% | 2670.75%-2654.3pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,956 | $2,314-15.5% | $3,022-35.3% | $2,670-26.7% |
| Participant deferral / active EE | $1,478 | $3,318-55.4% | $4,438-66.7% | $4,125-64.2% |
| Admin fee / account holder | $4,932 | $4,112+19.9% | $5,614-12.2% | $5,651-12.7% |