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 | $58,752 | $65,561-10.4% | $86,188-31.8% | $75,163-21.8% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 14.98% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,160 | $1,553-25.3% | $2,380-51.3% | $2,670-56.6% |
| Participant deferral / active EE | $4,704 | $3,024+55.6% | $3,985+18.0% | $4,125+14.0% |
| Admin fee / account holder | $6,272 | $5,474+14.6% | $6,852-8.5% | $5,651+11.0% |