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 | $45,605 | $86,929-47.5% | $102,423-55.5% | $80,856-43.6% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 59.63% | 18.88%+40.7pp | 29.32%+30.3pp | 35.59%+24.0pp |
| Employer contribution / active EE | $1,141 | $2,369-51.8% | $3,023-62.2% | $2,755-58.6% |
| Participant deferral / active EE | $2,282 | $4,118-44.6% | $5,053-54.8% | $4,296-46.9% |
| Admin fee / account holder | $9,317 | $8,049+15.8% | $9,451-1.4% | $6,918+34.7% |