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 | $71,797 | $41,078+74.8% | $80,569-10.9% | $71,457+0.5% |
| Participation rate | 69.4% | 50.2%+19.2pp | 67.0%+2.4pp | 67.9%+1.4pp |
| Annual return | 20.82% | 38.45%-17.6pp | 935.43%-914.6pp | 28.85%-8.0pp |
| Employer contribution / active EE | $452 | $1,506-70.0% | $2,723-83.4% | $2,588-82.5% |
| Participant deferral / active EE | $3,454 | $2,699+28.0% | $4,447-22.3% | $4,289-19.5% |
| Admin fee / account holder | $2,409 | $1,840+30.9% | $5,377-55.2% | $1,587+51.7% |