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 | $57,002 | $53,822+5.9% | $75,696-24.7% | $85,850-33.6% |
| Participation rate | 51.2% | 69.1%-17.9pp | 74.8%-23.7pp | 69.3%-18.2pp |
| Annual return | 33.25% | 24.54%+8.7pp | 104.53%-71.3pp | 318.53%-285.3pp |
| Employer contribution / active EE | $955 | $2,017-52.6% | $2,743-65.2% | $2,565-62.8% |
| Participant deferral / active EE | $3,572 | $2,895+23.4% | $3,821-6.5% | $3,952-9.6% |
| Admin fee / account holder | $4,827 | $3,343+44.4% | $3,619+33.4% | $6,260-22.9% |