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 | $60,591 | $46,732+29.7% | $156,549-61.3% | $55,167+9.8% |
| Participation rate | 52.4% | 65.8%-13.4pp | 84.0%-31.6pp | 69.0%-16.6pp |
| Annual return | 38.93% | 17.72%+21.2pp | 32.23%+6.7pp | 169.23%-130.3pp |
| Employer contribution / active EE | $2,147 | $2,105+2.0% | $5,501-61.0% | $1,963+9.4% |
| Participant deferral / active EE | $3,126 | $2,204+41.8% | $4,871-35.8% | $3,054+2.4% |
| Admin fee / account holder | $3,603 | $418+761.3% | $13,027-72.3% | $504+615.1% |