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 | $65,786 | $47,848+37.5% | $81,478-19.3% | $70,131-6.2% |
| Participation rate | 37.2% | 58.3%-21.1pp | 68.0%-30.7pp | 69.5%-32.3pp |
| Annual return | 15.08% | 27.25%-12.2pp | 38.78%-23.7pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,014 | $1,527-33.6% | $2,568-60.5% | $2,342-56.7% |
| Participant deferral / active EE | $3,325 | $2,453+35.5% | $3,537-6.0% | $3,332-0.2% |
| Admin fee / account holder | $6,407 | $3,145+103.7% | $4,561+40.5% | $4,645+37.9% |