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 | $49,813 | $48,076+3.6% | $78,689-36.7% | $62,891-20.8% |
| Participation rate | 57.6% | 65.2%-7.6pp | 73.6%-16.0pp | 69.3%-11.7pp |
| Annual return | 1353.08% | 31.35%+1321.7pp | 62.18%+1290.9pp | 20.14%+1332.9pp |
| Employer contribution / active EE | $922 | $2,015-54.2% | $2,851-67.7% | $2,281-59.6% |
| Participant deferral / active EE | $1,656 | $2,588-36.0% | $3,517-52.9% | $3,203-48.3% |
| Admin fee / account holder | $302 | $3,207-90.6% | $4,510-93.3% | $4,296-93.0% |