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 | $50,072 | $48,046+4.2% | $84,611-40.8% | $72,985-31.4% |
| Participation rate | 55.6% | 57.6%-2.0pp | 68.2%-12.7pp | 69.5%-13.9pp |
| Annual return | 20.01% | 37.38%-17.4pp | 258.74%-238.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,559 | $1,602-2.7% | $2,652-41.2% | $2,440-36.1% |
| Participant deferral / active EE | $3,638 | $2,680+35.7% | $3,899-6.7% | $3,607+0.9% |
| Admin fee / account holder | $803 | $3,395-76.4% | $4,912-83.7% | $5,124-84.3% |