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 | $52,535 | $65,561-19.9% | $86,188-39.0% | $75,163-30.1% |
| Participation rate | 58.2% | 60.5%-2.3pp | 69.0%-10.8pp | 67.2%-9.0pp |
| Annual return | 18.19% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,225 | $1,553-21.1% | $2,380-48.5% | $2,670-54.1% |
| Participant deferral / active EE | $2,276 | $3,024-24.7% | $3,985-42.9% | $4,125-44.8% |
| Admin fee / account holder | $6,768 | $5,474+23.6% | $6,852-1.2% | $5,651+19.8% |