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 | $49,176 | $65,561-25.0% | $86,188-42.9% | $75,163-34.6% |
| Participation rate | 37.5% | 60.5%-23.0pp | 69.0%-31.5pp | 67.2%-29.7pp |
| Annual return | 26.99% | 46.05%-19.1pp | 1168.45%-1141.5pp | 160.62%-133.6pp |
| Employer contribution / active EE | $2,151 | $1,553+38.6% | $2,380-9.6% | $2,670-19.4% |
| Participant deferral / active EE | $3,419 | $3,024+13.1% | $3,985-14.2% | $4,125-17.1% |
| Admin fee / account holder | $1,182 | $5,474-78.4% | $6,852-82.7% | $5,651-79.1% |