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 | $64,263 | $65,561-2.0% | $86,188-25.4% | $75,163-14.5% |
| Participation rate | 63.2% | 60.5%+2.7pp | 69.0%-5.8pp | 67.2%-4.0pp |
| Annual return | 19.45% | 46.05%-26.6pp | 1168.45%-1149.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $379 | $1,553-75.6% | $2,380-84.1% | $2,670-85.8% |
| Participant deferral / active EE | $2,129 | $3,024-29.6% | $3,985-46.6% | $4,125-48.4% |
| Admin fee / account holder | $10,591 | $5,474+93.5% | $6,852+54.6% | $5,651+87.4% |