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 | $57,802 | $65,409-11.6% | $98,442-41.3% | $85,850-32.7% |
| Participation rate | 68.6% | 65.0%+3.6pp | 73.3%-4.8pp | 69.3%-0.7pp |
| Annual return | 38.77% | 21.76%+17.0pp | 1492.73%-1454.0pp | 318.53%-279.8pp |
| Employer contribution / active EE | $2,067 | $2,168-4.7% | $2,960-30.2% | $2,565-19.4% |
| Participant deferral / active EE | $6,183 | $3,166+95.3% | $4,276+44.6% | $3,952+56.5% |
| Admin fee / account holder | $2,449 | $4,593-46.7% | $5,949-58.8% | $6,260-60.9% |