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 | $62,614 | $56,053+11.7% | $75,972-17.6% | $80,856-22.6% |
| Participation rate | 52.6% | 62.0%-9.4pp | 69.1%-16.4pp | 67.6%-15.0pp |
| Annual return | 54.80% | 20.53%+34.3pp | 359.55%-304.8pp | 35.59%+19.2pp |
| Employer contribution / active EE | $1,720 | $1,874-8.2% | $2,685-35.9% | $2,755-37.6% |
| Participant deferral / active EE | $4,528 | $3,052+48.4% | $4,255+6.4% | $4,296+5.4% |
| Admin fee / account holder | $610 | $5,234-88.3% | $6,467-90.6% | $6,918-91.2% |