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 | $29,586 | $53,127-44.3% | $86,590-65.8% | $70,131-57.8% |
| Participation rate | 67.3% | 65.3%+2.0pp | 73.5%-6.2pp | 69.5%-2.2pp |
| Annual return | 71.89% | 27.66%+44.2pp | 964.84%-893.0pp | 73.14%-1.3pp |
| Employer contribution / active EE | $1,473 | $2,068-28.8% | $2,839-48.1% | $2,342-37.1% |
| Participant deferral / active EE | $3,689 | $2,696+36.8% | $3,609+2.2% | $3,332+10.7% |
| Admin fee / account holder | $934 | $3,585-74.0% | $4,906-81.0% | $4,645-79.9% |