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 9-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 | $78,796 | $111,724-29.5% | $93,606-15.8% | $145,922-46.0% |
| Participation rate | 69.6% | 74.2%-4.6pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 10.79% | 202.98%-192.2pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,528 | $3,090+14.2% | $2,420+45.8% | $4,660-24.3% |
| Participant deferral / active EE | $6,239 | $4,912+27.0% | $4,411+41.4% | $6,688-6.7% |
| Admin fee / account holder | $7,677 | $10,250-25.1% | $8,285-7.3% | $13,397-42.7% |