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 | $95,534 | $56,317+69.6% | $71,209+34.2% | $74,304+28.6% |
| Participation rate | 51.9% | 55.1%-3.2pp | 73.8%-21.9pp | 60.3%-8.5pp |
| Annual return | 19.34% | 42.83%-23.5pp | 282.51%-263.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,209 | $2,160-44.0% | $2,721-55.6% | $2,241-46.1% |
| Participant deferral / active EE | $2,421 | $2,788-13.2% | $4,175-42.0% | $3,767-35.7% |
| Admin fee / account holder | $3,420 | $2,290+49.4% | $5,349-36.1% | $2,969+15.2% |