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 | $34,137 | $60,124-43.2% | $90,404-62.2% | $79,858-57.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 13.56% | 71.94%-58.4pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,162 | $2,068-43.8% | $3,262-64.4% | $2,471-53.0% |
| Participant deferral / active EE | $1,990 | $2,938-32.3% | $3,963-49.8% | $3,740-46.8% |
| Admin fee / account holder | $2,712 | $3,976-31.8% | $5,611-51.7% | $5,306-48.9% |