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 | $35,122 | $65,041-46.0% | $90,951-61.4% | $79,858-56.0% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 79.02% | 30.45%+48.6pp | 134.60%-55.6pp | 31.71%+47.3pp |
| Employer contribution / active EE | $875 | $1,247-29.8% | $2,122-58.8% | $2,471-64.6% |
| Participant deferral / active EE | $3,057 | $2,512+21.7% | $3,373-9.4% | $3,740-18.3% |
| Admin fee / account holder | $4,324 | $4,536-4.7% | $5,959-27.4% | $5,306-18.5% |