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 | $32,741 | $49,922-34.4% | $80,569-59.4% | $75,163-56.4% |
| Participation rate | 64.5% | 55.3%+9.2pp | 67.0%-2.5pp | 67.2%-2.7pp |
| Annual return | 16.62% | 34.69%-18.1pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,354 | $1,698-20.2% | $2,723-50.3% | $2,670-49.3% |
| Participant deferral / active EE | $3,190 | $2,990+6.7% | $4,447-28.3% | $4,125-22.7% |
| Admin fee / account holder | $510 | $3,577-85.8% | $5,377-90.5% | $5,651-91.0% |