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 | $58,812 | $34,308+71.4% | $74,701-21.3% | $72,985-19.4% |
| Participation rate | 22.1% | 42.4%-20.3pp | 54.5%-32.4pp | 69.5%-47.4pp |
| Annual return | 21.57% | 26.58%-5.0pp | 752.92%-731.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $752 | $692+8.7% | $1,084-30.6% | $2,440-69.2% |
| Participant deferral / active EE | $1,290 | $1,271+1.5% | $1,964-34.3% | $3,607-64.2% |
| Admin fee / account holder | $1,474 | $2,124-30.6% | $3,333-55.8% | $5,124-71.2% |