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 | $76,105 | $49,173+54.8% | $121,098-37.2% | $75,163+1.3% |
| Participation rate | 67.6% | 55.4%+12.3pp | 69.5%-1.8pp | 67.2%+0.5pp |
| Annual return | 19.34% | 55.99%-36.6pp | 985.75%-966.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,018 | $1,546-34.2% | $4,164-75.6% | $2,670-61.9% |
| Participant deferral / active EE | $2,481 | $2,628-5.6% | $4,080-39.2% | $4,125-39.9% |
| Admin fee / account holder | $2,879 | $3,942-27.0% | $5,644-49.0% | $5,651-49.1% |