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 | $63,686 | $48,046+32.6% | $84,611-24.7% | $72,985-12.7% |
| Participation rate | 56.0% | 57.6%-1.6pp | 68.2%-12.2pp | 69.5%-13.5pp |
| Annual return | 21.73% | 37.38%-15.6pp | 258.74%-237.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,151 | $1,602+34.3% | $2,652-18.9% | $2,440-11.8% |
| Participant deferral / active EE | $4,879 | $2,680+82.0% | $3,899+25.1% | $3,607+35.2% |
| Admin fee / account holder | $705 | $3,395-79.2% | $4,912-85.6% | $5,124-86.2% |