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 | $65,973 | $41,078+60.6% | $80,569-18.1% | $71,457-7.7% |
| Participation rate | 29.4% | 50.2%-20.8pp | 67.0%-37.6pp | 67.9%-38.5pp |
| Annual return | 16.27% | 38.45%-22.2pp | 935.43%-919.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $591 | $1,506-60.7% | $2,723-78.3% | $2,588-77.1% |
| Participant deferral / active EE | $1,039 | $2,699-61.5% | $4,447-76.6% | $4,289-75.8% |
| Admin fee / account holder | $488 | $1,840-73.5% | $5,377-90.9% | $1,587-69.3% |