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 | $65,102 | $59,417+9.6% | $93,606-30.5% | $74,495-12.6% |
| Participation rate | 37.1% | 59.7%-22.6pp | 68.7%-31.6pp | 67.2%-30.1pp |
| Annual return | 14.74% | 81.83%-67.1pp | 133.20%-118.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $319 | $1,264-74.8% | $2,420-86.8% | $2,623-87.8% |
| Participant deferral / active EE | $1,688 | $3,050-44.7% | $4,411-61.7% | $4,346-61.2% |
| Admin fee / account holder | $2,217 | $3,021-26.6% | $8,285-73.2% | $1,942+14.2% |