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 | $54,401 | $30,400+79.0% | $53,898+0.9% | $84,808-35.9% |
| Participation rate | 59.4% | 46.4%+12.9pp | 55.0%+4.4pp | 68.3%-8.9pp |
| Annual return | 16.05% | 500.19%-484.1pp | 528.60%-512.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $949 | $603+57.4% | $932+1.8% | $2,631-63.9% |
| Participant deferral / active EE | $2,615 | $1,199+118.1% | $1,826+43.2% | $4,212-37.9% |
| Admin fee / account holder | $5,860 | $1,993+194.0% | $2,491+135.3% | $7,344-20.2% |