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 5-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 | $60,581 | $48,046+26.1% | $84,611-28.4% | $72,985-17.0% |
| Participation rate | 57.9% | 57.6%+0.3pp | 68.2%-10.3pp | 69.5%-11.6pp |
| Annual return | 27.49% | 37.38%-9.9pp | 258.74%-231.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,236 | $1,602-22.8% | $2,652-53.4% | $2,440-49.3% |
| Participant deferral / active EE | $1,803 | $2,680-32.7% | $3,899-53.7% | $3,607-50.0% |
| Admin fee / account holder | $2,493 | $3,395-26.6% | $4,912-49.3% | $5,124-51.4% |