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 | $59,770 | $37,426+59.7% | $77,482-22.9% | $79,858-25.2% |
| Participation rate | 46.3% | 41.5%+4.8pp | 54.2%-7.9pp | 69.6%-23.4pp |
| Annual return | 23.05% | 39.70%-16.7pp | 54.79%-31.7pp | 31.71%-8.7pp |
| Employer contribution / active EE | $736 | $637+15.6% | $986-25.4% | $2,471-70.2% |
| Participant deferral / active EE | $1,913 | $1,260+51.9% | $1,861+2.8% | $3,740-48.8% |
| Admin fee / account holder | $2,923 | $2,504+16.7% | $2,858+2.3% | $5,306-44.9% |