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 | $34,532 | $61,272-43.6% | $149,673-76.9% | $71,457-51.7% |
| Participation rate | 56.4% | 62.5%-6.1pp | 78.8%-22.3pp | 67.9%-11.5pp |
| Annual return | 37.17% | 35.85%+1.3pp | 134.42%-97.2pp | 28.85%+8.3pp |
| Employer contribution / active EE | $2,643 | $2,378+11.1% | $4,818-45.1% | $2,588+2.1% |
| Participant deferral / active EE | $6,475 | $2,917+122.0% | $5,680+14.0% | $4,289+51.0% |
| Admin fee / account holder | $1,517 | $1,261+20.3% | $13,210-88.5% | $1,587-4.4% |