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 | $57,358 | $48,570+18.1% | $130,648-56.1% | $72,985-21.4% |
| Participation rate | 63.4% | 58.6%+4.8pp | 71.7%-8.3pp | 69.5%-6.1pp |
| Annual return | 18.46% | 38.63%-20.2pp | 1708.96%-1690.5pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,211 | $1,334-9.3% | $4,092-70.4% | $2,440-50.4% |
| Participant deferral / active EE | $2,902 | $2,384+21.7% | $3,603-19.5% | $3,607-19.6% |
| Admin fee / account holder | $2,747 | $3,549-22.6% | $5,464-49.7% | $5,124-46.4% |