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 | $57,796 | $29,660+94.9% | $56,411+2.5% | $80,856-28.5% |
| Participation rate | 21.7% | 41.6%-20.0pp | 52.5%-30.8pp | 67.6%-46.0pp |
| Annual return | 10.94% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $507 | $669-24.2% | $1,039-51.2% | $2,755-81.6% |
| Participant deferral / active EE | $1,559 | $1,226+27.2% | $1,952-20.1% | $4,296-63.7% |
| Admin fee / account holder | $3,200 | $2,428+31.8% | $2,829+13.1% | $6,918-53.7% |