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 | $60,847 | $49,138+23.8% | $84,015-27.6% | $65,185-6.7% |
| Participation rate | 65.4% | 60.7%+4.6pp | 69.0%-3.6pp | 70.2%-4.8pp |
| Annual return | 18.17% | 23.00%-4.8pp | 71.31%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $471 | $914-48.4% | $1,983-76.2% | $2,177-78.3% |
| Participant deferral / active EE | $3,386 | $2,397+41.2% | $3,239+4.5% | $3,514-3.6% |
| Admin fee / account holder | $9,119 | $543+1578.2% | $6,101+49.5% | $847+976.5% |