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 | $30,021 | $60,124-50.1% | $90,404-66.8% | $79,858-62.4% |
| Participation rate | 69.6% | 65.0%+4.6pp | 72.7%-3.1pp | 69.6%-0.1pp |
| Annual return | 18.70% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,526 | $2,068-26.2% | $3,262-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,207 | $2,938-24.9% | $3,963-44.3% | $3,740-41.0% |
| Admin fee / account holder | $2,583 | $3,976-35.0% | $5,611-54.0% | $5,306-51.3% |