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 | $59,762 | $57,354+4.2% | $83,848-28.7% | $64,186-6.9% |
| Participation rate | 68.8% | 68.6%+0.1pp | 76.1%-7.4pp | 69.6%-0.8pp |
| Annual return | 9.76% | 11.38%-1.6pp | 850.88%-841.1pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,075 | $2,545-18.5% | $3,631-42.9% | $2,381-12.9% |
| Participant deferral / active EE | $3,393 | $2,993+13.4% | $4,082-16.9% | $3,470-2.2% |
| Admin fee / account holder | $374 | $4,046-90.8% | $5,478-93.2% | $4,888-92.4% |