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 | $65,798 | $37,426+75.8% | $77,482-15.1% | $79,858-17.6% |
| Participation rate | 56.8% | 41.5%+15.2pp | 54.2%+2.6pp | 69.6%-12.9pp |
| Annual return | 13.47% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,962 | $637+208.1% | $986+98.9% | $2,471-20.6% |
| Participant deferral / active EE | $3,262 | $1,260+158.9% | $1,861+75.3% | $3,740-12.8% |
| Admin fee / account holder | $3,125 | $2,504+24.8% | $2,858+9.4% | $5,306-41.1% |