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 | $46,029 | $70,428-34.6% | $96,562-52.3% | $85,850-46.4% |
| Participation rate | 64.1% | 61.8%+2.3pp | 69.8%-5.7pp | 69.3%-5.2pp |
| Annual return | 16.80% | 18.59%-1.8pp | 37.78%-21.0pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,968 | $1,413+39.3% | $2,356-16.5% | $2,565-23.3% |
| Participant deferral / active EE | $3,462 | $2,894+19.6% | $3,849-10.0% | $3,952-12.4% |
| Admin fee / account holder | $1,768 | $4,997-64.6% | $6,181-71.4% | $6,260-71.8% |