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 | $34,491 | $29,319+17.6% | $52,425-34.2% | $82,448-58.2% |
| Participation rate | 69.2% | 46.9%+22.4pp | 55.6%+13.6pp | 68.1%+1.2pp |
| Annual return | 15.01% | 535.20%-520.2pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,877 | $586+220.0% | $914+105.3% | $2,551-26.4% |
| Participant deferral / active EE | $2,727 | $1,171+132.8% | $1,790+52.3% | $4,139-34.1% |
| Admin fee / account holder | $3,642 | $1,962+85.6% | $2,495+46.0% | $7,234-49.7% |