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 | $45,808 | $65,561-30.1% | $86,188-46.9% | $75,163-39.1% |
| Participation rate | 36.8% | 60.5%-23.6pp | 69.0%-32.1pp | 67.2%-30.3pp |
| Annual return | 13.92% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $616 | $1,553-60.3% | $2,380-74.1% | $2,670-76.9% |
| Participant deferral / active EE | $3,073 | $3,024+1.6% | $3,985-22.9% | $4,125-25.5% |
| Admin fee / account holder | $5,906 | $5,474+7.9% | $6,852-13.8% | $5,651+4.5% |