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 | $32,332 | $56,114-42.4% | $96,139-66.4% | $85,850-62.3% |
| Participation rate | 63.4% | 56.7%+6.7pp | 68.4%-5.0pp | 69.3%-5.9pp |
| Annual return | 15.95% | 42.30%-26.4pp | 191.94%-176.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,020 | $1,620+24.7% | $2,797-27.8% | $2,565-21.3% |
| Participant deferral / active EE | $2,804 | $2,859-1.9% | $4,349-35.5% | $3,952-29.1% |
| Admin fee / account holder | $2,023 | $3,768-46.3% | $5,537-63.5% | $6,260-67.7% |