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 | $53,689 | $57,281-6.3% | $86,612-38.0% | $75,163-28.6% |
| Participation rate | 64.4% | 63.2%+1.2pp | 71.7%-7.3pp | 67.2%-2.8pp |
| Annual return | 18.25% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,125 | $2,314+35.0% | $3,022+3.4% | $2,670+17.0% |
| Participant deferral / active EE | $3,707 | $3,318+11.7% | $4,438-16.5% | $4,125-10.1% |
| Admin fee / account holder | $2,876 | $4,112-30.1% | $5,614-48.8% | $5,651-49.1% |