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 | $68,011 | $31,310+117.2% | $53,898+26.2% | $74,304-8.5% |
| Participation rate | 33.8% | 30.7%+3.2pp | 55.0%-21.1pp | 60.3%-26.5pp |
| Annual return | 16.45% | 23.16%-6.7pp | 528.60%-512.2pp | 29.43%-13.0pp |
| Employer contribution / active EE | $587 | $450+30.6% | $932-37.0% | $2,241-73.8% |
| Participant deferral / active EE | $887 | $934-5.1% | $1,826-51.4% | $3,767-76.5% |
| Admin fee / account holder | $2,500 | $2,175+14.9% | $2,491+0.4% | $2,969-15.8% |