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 | $45,318 | $58,234-22.2% | $81,783-44.6% | $80,874-44.0% |
| Participation rate | 54.9% | 63.4%-8.6pp | 72.4%-17.5pp | 67.6%-12.8pp |
| Annual return | 17.41% | 41.70%-24.3pp | 775.05%-757.6pp | 35.62%-18.2pp |
| Employer contribution / active EE | $2,551 | $2,341+9.0% | $2,913-12.4% | $2,756-7.4% |
| Participant deferral / active EE | $4,093 | $3,283+24.7% | $4,320-5.3% | $4,297-4.7% |
| Admin fee / account holder | $8,059 | $4,982+61.8% | $7,380+9.2% | $6,935+16.2% |