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 | $48,994 | $41,078+19.3% | $80,569-39.2% | $71,457-31.4% |
| Participation rate | 57.5% | 50.2%+7.3pp | 67.0%-9.5pp | 67.9%-10.4pp |
| Annual return | 16.32% | 38.45%-22.1pp | 935.43%-919.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,637 | $1,506+8.7% | $2,723-39.9% | $2,588-36.7% |
| Participant deferral / active EE | $3,259 | $2,699+20.7% | $4,447-26.7% | $4,289-24.0% |
| Admin fee / account holder | $3,566 | $1,840+93.7% | $5,377-33.7% | $1,587+124.6% |