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 | $55,067 | $49,227+11.9% | $70,449-21.8% | $79,858-31.0% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 14.53% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $752 | $2,099-64.2% | $2,737-72.5% | $2,471-69.6% |
| Participant deferral / active EE | $3,184 | $2,768+15.0% | $3,709-14.2% | $3,740-14.9% |
| Admin fee / account holder | $1,255 | $2,878-56.4% | $3,845-67.4% | $5,306-76.3% |