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 | $81,732 | $77,634+5.3% | $156,549-47.8% | $62,891+30.0% |
| Participation rate | 62.3% | 71.2%-8.9pp | 84.0%-21.7pp | 69.3%-7.0pp |
| Annual return | 6.42% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,430 | $3,444-29.4% | $5,501-55.8% | $2,281+6.5% |
| Participant deferral / active EE | $5,936 | $3,045+94.9% | $4,871+21.9% | $3,203+85.3% |
| Admin fee / account holder | $3,893 | $5,561-30.0% | $13,027-70.1% | $4,296-9.4% |