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 | $49,073 | $58,208-15.7% | $81,812-40.0% | $80,856-39.3% |
| Participation rate | 65.6% | 63.4%+2.2pp | 72.3%-6.8pp | 67.6%-2.0pp |
| Annual return | 12.79% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,692 | $2,340-27.7% | $2,912-41.9% | $2,755-38.6% |
| Participant deferral / active EE | $5,487 | $3,281+67.2% | $4,319+27.1% | $4,296+27.7% |
| Admin fee / account holder | $1,908 | $4,981-61.7% | $7,386-74.2% | $6,918-72.4% |