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 | $53,164 | $108,172-50.9% | $77,482-31.4% | $158,922-66.5% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 15.00% | 31.67%-16.7pp | 54.79%-39.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $727 | $1,325-45.2% | $986-26.3% | $4,761-84.7% |
| Participant deferral / active EE | $4,307 | $2,456+75.4% | $1,861+131.4% | $5,982-28.0% |
| Admin fee / account holder | $358 | $3,708-90.3% | $2,858-87.5% | $11,246-96.8% |