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 | $76,365 | $56,114+36.1% | $96,139-20.6% | $85,850-11.0% |
| Participation rate | 69.2% | 56.7%+12.5pp | 68.4%+0.8pp | 69.3%-0.1pp |
| Annual return | 12.74% | 42.30%-29.6pp | 191.94%-179.2pp | 318.53%-305.8pp |
| Employer contribution / active EE | $440 | $1,620-72.9% | $2,797-84.3% | $2,565-82.9% |
| Participant deferral / active EE | $2,341 | $2,859-18.1% | $4,349-46.2% | $3,952-40.8% |
| Admin fee / account holder | $886 | $3,768-76.5% | $5,537-84.0% | $6,260-85.9% |