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 | $61,531 | $57,281+7.4% | $86,612-29.0% | $75,163-18.1% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | 14.33% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,486 | $2,314+7.4% | $3,022-17.8% | $2,670-6.9% |
| Participant deferral / active EE | $4,451 | $3,318+34.2% | $4,438+0.3% | $4,125+7.9% |
| Admin fee / account holder | $9,543 | $4,112+132.1% | $5,614+70.0% | $5,651+68.9% |