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 | $68,139 | $48,046+41.8% | $84,611-19.5% | $72,985-6.6% |
| Participation rate | 41.9% | 57.6%-15.6pp | 68.2%-26.3pp | 69.5%-27.6pp |
| Annual return | 27.35% | 37.38%-10.0pp | 258.74%-231.4pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,433 | $1,602-10.5% | $2,652-46.0% | $2,440-41.3% |
| Participant deferral / active EE | $3,202 | $2,680+19.5% | $3,899-17.9% | $3,607-11.2% |
| Admin fee / account holder | $442 | $3,395-87.0% | $4,912-91.0% | $5,124-91.4% |