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 | $59,667 | $65,561-9.0% | $86,188-30.8% | $75,163-20.6% |
| Participation rate | 58.5% | 60.5%-2.0pp | 69.0%-10.4pp | 67.2%-8.7pp |
| Annual return | 16.34% | 46.05%-29.7pp | 1168.45%-1152.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $716 | $1,553-53.9% | $2,380-69.9% | $2,670-73.2% |
| Participant deferral / active EE | $2,469 | $3,024-18.3% | $3,985-38.0% | $4,125-40.1% |
| Admin fee / account holder | $829 | $5,474-84.9% | $6,852-87.9% | $5,651-85.3% |