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 | $24,282 | $65,561-63.0% | $86,188-71.8% | $75,163-67.7% |
| Participation rate | 65.8% | 60.5%+5.3pp | 69.0%-3.2pp | 67.2%-1.4pp |
| Annual return | 18.69% | 46.05%-27.4pp | 1168.45%-1149.8pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,034 | $1,553+31.0% | $2,380-14.5% | $2,670-23.8% |
| Participant deferral / active EE | $1,940 | $3,024-35.8% | $3,985-51.3% | $4,125-53.0% |
| Admin fee / account holder | $738 | $5,474-86.5% | $6,852-89.2% | $5,651-86.9% |