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 | $52,508 | $48,750+7.7% | $88,946-41.0% | $74,304-29.3% |
| Participation rate | 47.2% | 44.5%+2.7pp | 68.8%-21.7pp | 60.3%-13.2pp |
| Annual return | 20.50% | 25.91%-5.4pp | 57.82%-37.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $1,209 | $1,255-3.7% | $2,555-52.7% | $2,241-46.1% |
| Participant deferral / active EE | $3,885 | $2,423+60.3% | $4,581-15.2% | $3,767+3.1% |
| Admin fee / account holder | $6,024 | $3,756+60.4% | $8,261-27.1% | $2,969+102.9% |