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 | $53,235 | $65,561-18.8% | $86,188-38.2% | $75,163-29.2% |
| Participation rate | 27.4% | 60.5%-33.1pp | 69.0%-41.6pp | 67.2%-39.8pp |
| Annual return | 13.69% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $429 | $1,553-72.4% | $2,380-82.0% | $2,670-83.9% |
| Participant deferral / active EE | $2,391 | $3,024-20.9% | $3,985-40.0% | $4,125-42.0% |
| Admin fee / account holder | $9,241 | $5,474+68.8% | $6,852+34.9% | $5,651+63.5% |