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 | $64,875 | $49,227+31.8% | $70,449-7.9% | $79,858-18.8% |
| Participation rate | 55.8% | 69.2%-13.4pp | 75.1%-19.2pp | 69.6%-13.8pp |
| Annual return | 14.61% | 30.06%-15.5pp | 109.03%-94.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,640 | $2,099-21.9% | $2,737-40.1% | $2,471-33.6% |
| Participant deferral / active EE | $3,229 | $2,768+16.7% | $3,709-12.9% | $3,740-13.7% |
| Admin fee / account holder | $7,054 | $2,878+145.1% | $3,845+83.5% | $5,306+32.9% |