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 | $26,263 | $51,604-49.1% | $129,295-79.7% | $80,874-67.5% |
| Participation rate | 63.3% | 57.0%+6.4pp | 69.6%-6.3pp | 67.6%-4.3pp |
| Annual return | 12.85% | 20.76%-7.9pp | 9429.28%-9416.4pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,580 | $1,585+62.8% | $4,157-37.9% | $2,756-6.4% |
| Participant deferral / active EE | $4,947 | $2,670+85.3% | $4,169+18.7% | $4,297+15.1% |
| Admin fee / account holder | $2,921 | $4,310-32.2% | $7,665-61.9% | $6,935-57.9% |