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 | $67,901 | $57,281+18.5% | $86,612-21.6% | $75,163-9.7% |
| Participation rate | 60.5% | 63.2%-2.7pp | 71.7%-11.2pp | 67.2%-6.7pp |
| Annual return | 16.45% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,223 | $2,314-4.0% | $3,022-26.5% | $2,670-16.7% |
| Participant deferral / active EE | $2,918 | $3,318-12.1% | $4,438-34.3% | $4,125-29.3% |
| Admin fee / account holder | $1,197 | $4,112-70.9% | $5,614-78.7% | $5,651-78.8% |