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 | $63,536 | $56,317+12.8% | $71,209-10.8% | $74,304-14.5% |
| Participation rate | 31.3% | 55.1%-23.8pp | 73.8%-42.4pp | 60.3%-29.0pp |
| Annual return | 17.36% | 42.83%-25.5pp | 282.51%-265.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $487 | $2,160-77.5% | $2,721-82.1% | $2,241-78.3% |
| Participant deferral / active EE | $2,498 | $2,788-10.4% | $4,175-40.2% | $3,767-33.7% |
| Admin fee / account holder | $2,608 | $2,290+13.9% | $5,349-51.2% | $2,969-12.2% |