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 | $22,855 | $49,173-53.5% | $121,098-81.1% | $75,163-69.6% |
| Participation rate | 63.6% | 55.4%+8.2pp | 69.5%-5.8pp | 67.2%-3.6pp |
| Annual return | 19.63% | 55.99%-36.4pp | 985.75%-966.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,582 | $1,546+2.4% | $4,164-62.0% | $2,670-40.7% |
| Participant deferral / active EE | $2,527 | $2,628-3.8% | $4,080-38.1% | $4,125-38.7% |
| Admin fee / account holder | $7,339 | $3,942+86.2% | $5,644+30.0% | $5,651+29.9% |