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 | $57,002 | $46,553+22.4% | $64,056-11.0% | $75,163-24.2% |
| Participation rate | 31.6% | 65.9%-34.3pp | 72.3%-40.7pp | 67.2%-35.5pp |
| Annual return | 13.98% | 26.03%-12.1pp | 33.69%-19.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $5,586 | $1,974+183.0% | $2,747+103.4% | $2,670+109.2% |
| Participant deferral / active EE | $877 | $2,837-69.1% | $3,880-77.4% | $4,125-78.7% |
| Admin fee / account holder | $6,896 | $2,952+133.6% | $3,068+124.8% | $5,651+22.0% |