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 | $46,828 | $37,426+25.1% | $77,482-39.6% | $79,858-41.4% |
| Participation rate | 60.7% | 41.5%+19.2pp | 54.2%+6.5pp | 69.6%-8.9pp |
| Annual return | 17.53% | 39.70%-22.2pp | 54.79%-37.3pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,589 | $637+149.6% | $986+61.1% | $2,471-35.7% |
| Participant deferral / active EE | $2,028 | $1,260+60.9% | $1,861+9.0% | $3,740-45.8% |
| Admin fee / account holder | $1,232 | $2,504-50.8% | $2,858-56.9% | $5,306-76.8% |