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 | $59,544 | $63,861-6.8% | $104,607-43.1% | $79,858-25.4% |
| Participation rate | 49.3% | 64.9%-15.6pp | 74.1%-24.8pp | 69.6%-20.4pp |
| Annual return | 27.85% | 21.30%+6.6pp | 340.46%-312.6pp | 31.71%-3.9pp |
| Employer contribution / active EE | $1,100 | $1,588-30.8% | $2,681-59.0% | $2,471-55.5% |
| Participant deferral / active EE | $3,357 | $2,693+24.6% | $3,740-10.2% | $3,740-10.3% |
| Admin fee / account holder | $4,612 | $4,185+10.2% | $6,473-28.8% | $5,306-13.1% |