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 | $67,145 | $48,795+37.6% | $65,493+2.5% | $84,808-20.8% |
| Participation rate | 56.5% | 67.0%-10.5pp | 73.1%-16.6pp | 68.3%-11.8pp |
| Annual return | 11.89% | 20.20%-8.3pp | 982.45%-970.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,294 | $1,930-32.9% | $2,574-49.7% | $2,631-50.8% |
| Participant deferral / active EE | $1,720 | $2,928-41.3% | $3,961-56.6% | $4,212-59.2% |
| Admin fee / account holder | $4,144 | $3,877+6.9% | $5,028-17.6% | $7,344-43.6% |