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 | $65,936 | $51,638+27.7% | $68,368-3.6% | $82,448-20.0% |
| Participation rate | 45.5% | 63.6%-18.2pp | 73.8%-28.3pp | 68.1%-22.6pp |
| Annual return | 15.24% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $975 | $2,047-52.4% | $2,649-63.2% | $2,551-61.8% |
| Participant deferral / active EE | $2,218 | $2,914-23.9% | $4,123-46.2% | $4,139-46.4% |
| Admin fee / account holder | $5,106 | $4,643+10.0% | $5,150-0.8% | $7,234-29.4% |