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 | $58,655 | $47,105+24.5% | $68,368-14.2% | $67,986-13.7% |
| Participation rate | 30.8% | 51.8%-21.0pp | 73.8%-42.9pp | 57.2%-26.4pp |
| Annual return | 16.30% | 48.37%-32.1pp | 292.57%-276.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $701 | $1,859-62.3% | $2,649-73.6% | $2,019-65.3% |
| Participant deferral / active EE | $1,325 | $2,374-44.2% | $4,123-67.9% | $3,358-60.5% |
| Admin fee / account holder | $3,383 | $2,435+38.9% | $5,150-34.3% | $3,203+5.6% |