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 | $41,697 | $39,019+6.9% | $80,716-48.3% | $85,850-51.4% |
| Participation rate | 55.3% | 41.5%+13.8pp | 54.2%+1.2pp | 69.3%-14.0pp |
| Annual return | 13.45% | 26.27%-12.8pp | 87.28%-73.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $420 | $722-41.8% | $1,160-63.8% | $2,565-83.6% |
| Participant deferral / active EE | $1,306 | $1,326-1.4% | $2,146-39.1% | $3,952-66.9% |
| Admin fee / account holder | $3,894 | $2,431+60.2% | $3,380+15.2% | $6,260-37.8% |