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 | $61,160 | $57,281+6.8% | $86,612-29.4% | $75,163-18.6% |
| Participation rate | 36.6% | 63.2%-26.6pp | 71.7%-35.1pp | 67.2%-30.6pp |
| Annual return | 14.50% | 2670.75%-2656.2pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $736 | $2,314-68.2% | $3,022-75.7% | $2,670-72.4% |
| Participant deferral / active EE | $1,822 | $3,318-45.1% | $4,438-58.9% | $4,125-55.8% |
| Admin fee / account holder | $1,839 | $4,112-55.3% | $5,614-67.2% | $5,651-67.5% |