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 | $50,860 | $57,281-11.2% | $86,612-41.3% | $75,163-32.3% |
| Participation rate | 63.3% | 63.2%+0.1pp | 71.7%-8.4pp | 67.2%-3.9pp |
| Annual return | 19.86% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,762 | $2,314-23.9% | $3,022-41.7% | $2,670-34.0% |
| Participant deferral / active EE | $3,560 | $3,318+7.3% | $4,438-19.8% | $4,125-13.7% |
| Admin fee / account holder | $5,814 | $4,112+41.4% | $5,614+3.6% | $5,651+2.9% |