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 | $99,951 | $70,428+41.9% | $96,562+3.5% | $85,850+16.4% |
| Participation rate | 52.6% | 61.8%-9.2pp | 69.8%-17.2pp | 69.3%-16.7pp |
| Annual return | 12.32% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $703 | $1,413-50.2% | $2,356-70.2% | $2,565-72.6% |
| Participant deferral / active EE | $2,114 | $2,894-26.9% | $3,849-45.1% | $3,952-46.5% |
| Admin fee / account holder | $5,147 | $4,997+3.0% | $6,181-16.7% | $6,260-17.8% |