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 | $35,022 | $65,041-46.2% | $90,951-61.5% | $79,858-56.1% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 12.21% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,021 | $1,247-18.2% | $2,122-51.9% | $2,471-58.7% |
| Participant deferral / active EE | $3,047 | $2,512+21.3% | $3,373-9.7% | $3,740-18.5% |
| Admin fee / account holder | $2,470 | $4,536-45.5% | $5,959-58.5% | $5,306-53.5% |