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 | $58,146 | $65,561-11.3% | $86,188-32.5% | $75,163-22.6% |
| Participation rate | 68.3% | 60.5%+7.8pp | 69.0%-0.7pp | 67.2%+1.1pp |
| Annual return | 14.73% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $421 | $1,553-72.9% | $2,380-82.3% | $2,670-84.2% |
| Participant deferral / active EE | $2,785 | $3,024-7.9% | $3,985-30.1% | $4,125-32.5% |
| Admin fee / account holder | $2,380 | $5,474-56.5% | $6,852-65.3% | $5,651-57.9% |