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 | $56,474 | $80,724-30.0% | $103,333-45.3% | $74,495-24.2% |
| Participation rate | 66.1% | 65.7%+0.4pp | 74.5%-8.5pp | 67.2%-1.1pp |
| Annual return | 12.12% | 27.56%-15.4pp | 24.88%-12.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,127 | $3,157-32.6% | $3,868-45.0% | $2,623-18.9% |
| Participant deferral / active EE | $3,830 | $3,860-0.8% | $5,057-24.3% | $4,346-11.9% |
| Admin fee / account holder | $2,528 | $2,368+6.8% | $8,355-69.7% | $1,942+30.2% |