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 | $55,718 | $41,078+35.6% | $80,569-30.8% | $71,457-22.0% |
| Participation rate | 38.7% | 50.2%-11.5pp | 67.0%-28.3pp | 67.9%-29.2pp |
| Annual return | 18.50% | 38.45%-20.0pp | 935.43%-916.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,436 | $1,506-4.6% | $2,723-47.3% | $2,588-44.5% |
| Participant deferral / active EE | $2,890 | $2,699+7.1% | $4,447-35.0% | $4,289-32.6% |
| Admin fee / account holder | $1,158 | $1,840-37.1% | $5,377-78.5% | $1,587-27.0% |