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 | $78,823 | $65,561+20.2% | $86,188-8.5% | $75,163+4.9% |
| Participation rate | 48.8% | 60.5%-11.7pp | 69.0%-20.2pp | 67.2%-18.4pp |
| Annual return | 14.45% | 46.05%-31.6pp | 1168.45%-1154.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $516 | $1,553-66.8% | $2,380-78.3% | $2,670-80.7% |
| Participant deferral / active EE | $4,237 | $3,024+40.1% | $3,985+6.3% | $4,125+2.7% |
| Admin fee / account holder | $1,166 | $5,474-78.7% | $6,852-83.0% | $5,651-79.4% |