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 | $42,925 | $49,173-12.7% | $121,098-64.6% | $75,163-42.9% |
| Participation rate | 61.0% | 55.4%+5.6pp | 69.5%-8.5pp | 67.2%-6.2pp |
| Annual return | 33.56% | 55.99%-22.4pp | 985.75%-952.2pp | 160.62%-127.1pp |
| Employer contribution / active EE | $686 | $1,546-55.6% | $4,164-83.5% | $2,670-74.3% |
| Participant deferral / active EE | $3,409 | $2,628+29.7% | $4,080-16.4% | $4,125-17.4% |
| Admin fee / account holder | $3,523 | $3,942-10.6% | $5,644-37.6% | $5,651-37.6% |