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 | $57,294 | $56,053+2.2% | $75,972-24.6% | $80,856-29.1% |
| Participation rate | 69.4% | 62.0%+7.3pp | 69.1%+0.3pp | 67.6%+1.7pp |
| Annual return | 12.86% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $650 | $1,874-65.3% | $2,685-75.8% | $2,755-76.4% |
| Participant deferral / active EE | $4,011 | $3,052+31.4% | $4,255-5.8% | $4,296-6.6% |
| Admin fee / account holder | $17,815 | $5,234+240.4% | $6,467+175.5% | $6,918+157.5% |