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 | $36,752 | $49,922-26.4% | $80,569-54.4% | $75,163-51.1% |
| Participation rate | 64.2% | 55.3%+8.9pp | 67.0%-2.8pp | 67.2%-3.0pp |
| Annual return | 20.77% | 34.69%-13.9pp | 935.43%-914.7pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,219 | $1,698+30.7% | $2,723-18.5% | $2,670-16.9% |
| Participant deferral / active EE | $3,450 | $2,990+15.4% | $4,447-22.4% | $4,125-16.4% |
| Admin fee / account holder | $629 | $3,577-82.4% | $5,377-88.3% | $5,651-88.9% |