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 | $65,118 | $56,053+16.2% | $75,972-14.3% | $80,856-19.5% |
| Participation rate | 32.5% | 62.0%-29.5pp | 69.1%-36.5pp | 67.6%-35.1pp |
| Annual return | 15.76% | 20.53%-4.8pp | 359.55%-343.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,372 | $1,874-26.8% | $2,685-48.9% | $2,755-50.2% |
| Participant deferral / active EE | $2,934 | $3,052-3.9% | $4,255-31.1% | $4,296-31.7% |
| Admin fee / account holder | $8,967 | $5,234+71.3% | $6,467+38.7% | $6,918+29.6% |