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 | $62,539 | $49,138+27.3% | $84,015-25.6% | $65,185-4.1% |
| Participation rate | 38.0% | 60.7%-22.7pp | 69.0%-31.0pp | 70.2%-32.2pp |
| Annual return | 18.95% | 23.00%-4.0pp | 71.31%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $458 | $914-49.9% | $1,983-76.9% | $2,177-79.0% |
| Participant deferral / active EE | $2,684 | $2,397+12.0% | $3,239-17.1% | $3,514-23.6% |
| Admin fee / account holder | $1,628 | $543+199.5% | $6,101-73.3% | $847+92.1% |