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 | $58,398 | $52,353+11.5% | $120,225-51.4% | $82,448-29.2% |
| Participation rate | 59.4% | 58.3%+1.1pp | 69.6%-10.2pp | 68.1%-8.7pp |
| Annual return | 24.32% | 61.85%-37.5pp | 439.23%-414.9pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,109 | $1,510+39.6% | $3,475-39.3% | $2,551-17.3% |
| Participant deferral / active EE | $4,331 | $2,627+64.9% | $3,999+8.3% | $4,139+4.6% |
| Admin fee / account holder | $1,291 | $4,363-70.4% | $5,696-77.3% | $7,234-82.2% |