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 | $28,102 | $48,570-42.1% | $130,648-78.5% | $72,985-61.5% |
| Participation rate | 59.4% | 58.6%+0.8pp | 71.7%-12.4pp | 69.5%-10.1pp |
| Annual return | 24.20% | 38.63%-14.4pp | 1708.96%-1684.8pp | 81.00%-56.8pp |
| Employer contribution / active EE | $991 | $1,334-25.7% | $4,092-75.8% | $2,440-59.4% |
| Participant deferral / active EE | $2,143 | $2,384-10.1% | $3,603-40.5% | $3,607-40.6% |
| Admin fee / account holder | $688 | $3,549-80.6% | $5,464-87.4% | $5,124-86.6% |