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 | $96,222 | $22,587+326.0% | $65,255+47.5% | $75,163+28.0% |
| Participation rate | 64.1% | 63.1%+1.0pp | 65.0%-0.9pp | 67.2%-3.1pp |
| Annual return | 16.77% | 71.03%-54.3pp | 47.35%-30.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $555 | $941-41.0% | $1,691-67.2% | $2,670-79.2% |
| Participant deferral / active EE | $2,439 | $1,695+43.9% | $2,831-13.8% | $4,125-40.9% |
| Admin fee / account holder | $2,015 | $1,876+7.4% | $4,112-51.0% | $5,651-64.3% |