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 | $68,514 | $57,281+19.6% | $86,612-20.9% | $75,163-8.8% |
| Participation rate | 39.0% | 63.2%-24.2pp | 71.7%-32.7pp | 67.2%-28.2pp |
| Annual return | 15.54% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,326 | $2,314-42.7% | $3,022-56.1% | $2,670-50.3% |
| Participant deferral / active EE | $2,070 | $3,318-37.6% | $4,438-53.3% | $4,125-49.8% |
| Admin fee / account holder | $14,366 | $4,112+249.4% | $5,614+155.9% | $5,651+154.2% |