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 | $93,309 | $63,745+46.4% | $98,442-5.2% | $79,386+17.5% |
| Participation rate | 42.5% | 69.9%-27.4pp | 73.3%-30.9pp | 70.7%-28.3pp |
| Annual return | 13.42% | 625.80%-612.4pp | 1492.73%-1479.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,061 | $2,557-58.5% | $2,960-64.1% | $2,427-56.3% |
| Participant deferral / active EE | $1,817 | $3,303-45.0% | $4,276-57.5% | $4,046-55.1% |
| Admin fee / account holder | $439 | $516-14.9% | $5,949-92.6% | $626-30.0% |