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 | $70,688 | $65,561+7.8% | $86,188-18.0% | $75,163-6.0% |
| Participation rate | 32.5% | 60.5%-28.0pp | 69.0%-36.5pp | 67.2%-34.7pp |
| Annual return | 17.04% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,445 | $3,024-19.1% | $3,985-38.7% | $4,125-40.7% |
| Admin fee / account holder | $8,539 | $5,474+56.0% | $6,852+24.6% | $5,651+51.1% |