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 | $33,584 | $52,353-35.9% | $120,225-72.1% | $82,448-59.3% |
| Participation rate | 60.7% | 58.3%+2.4pp | 69.6%-8.9pp | 68.1%-7.4pp |
| Annual return | 16.59% | 61.85%-45.3pp | 439.23%-422.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,456 | $1,510-3.6% | $3,475-58.1% | $2,551-42.9% |
| Participant deferral / active EE | $3,202 | $2,627+21.9% | $3,999-19.9% | $4,139-22.6% |
| Admin fee / account holder | $3,569 | $4,363-18.2% | $5,696-37.4% | $7,234-50.7% |