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 | $47,216 | $56,317-16.2% | $71,209-33.7% | $74,304-36.5% |
| Participation rate | 55.4% | 55.1%+0.2pp | 73.8%-18.4pp | 60.3%-5.0pp |
| Annual return | 18.11% | 42.83%-24.7pp | 282.51%-264.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,485 | $2,160-31.3% | $2,721-45.4% | $2,241-33.8% |
| Participant deferral / active EE | $3,002 | $2,788+7.7% | $4,175-28.1% | $3,767-20.3% |
| Admin fee / account holder | $2,701 | $2,290+18.0% | $5,349-49.5% | $2,969-9.0% |