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 | $37,632 | $59,417-36.7% | $93,606-59.8% | $74,495-49.5% |
| Participation rate | 61.5% | 59.7%+1.8pp | 68.7%-7.2pp | 67.2%-5.7pp |
| Annual return | 13.80% | 81.83%-68.0pp | 133.20%-119.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,821 | $1,264+44.1% | $2,420-24.8% | $2,623-30.6% |
| Participant deferral / active EE | $2,890 | $3,050-5.2% | $4,411-34.5% | $4,346-33.5% |
| Admin fee / account holder | $1,096 | $3,021-63.7% | $8,285-86.8% | $1,942-43.6% |