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 | $56,928 | $34,308+65.9% | $74,701-23.8% | $72,985-22.0% |
| Participation rate | 30.8% | 42.4%-11.6pp | 54.5%-23.7pp | 69.5%-38.7pp |
| Annual return | 23.46% | 26.58%-3.1pp | 752.92%-729.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $992 | $692+43.4% | $1,084-8.5% | $2,440-59.4% |
| Participant deferral / active EE | $2,026 | $1,271+59.4% | $1,964+3.2% | $3,607-43.8% |
| Admin fee / account holder | $1,682 | $2,124-20.8% | $3,333-49.5% | $5,124-67.2% |