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 | $53,760 | $39,019+37.8% | $80,716-33.4% | $85,850-37.4% |
| Participation rate | 60.9% | 41.5%+19.3pp | 54.2%+6.7pp | 69.3%-8.4pp |
| Annual return | 28.43% | 26.27%+2.2pp | 87.28%-58.9pp | 318.53%-290.1pp |
| Employer contribution / active EE | $786 | $722+8.9% | $1,160-32.2% | $2,565-69.3% |
| Participant deferral / active EE | $1,775 | $1,326+33.9% | $2,146-17.3% | $3,952-55.1% |
| Admin fee / account holder | $333 | $2,431-86.3% | $3,380-90.2% | $6,260-94.7% |