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 | $39,901 | $62,573-36.2% | $85,682-53.4% | $85,850-53.5% |
| Participation rate | 65.4% | 61.1%+4.2pp | 69.9%-4.5pp | 69.3%-3.9pp |
| Annual return | 15.22% | 23.77%-8.5pp | 21.49%-6.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,291 | $1,757+30.4% | $2,618-12.5% | $2,565-10.7% |
| Participant deferral / active EE | $6,112 | $2,802+118.1% | $3,923+55.8% | $3,952+54.7% |
| Admin fee / account holder | $15,054 | $4,640+224.4% | $6,873+119.0% | $6,260+140.5% |