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 | $75,099 | $59,417+26.4% | $93,606-19.8% | $74,495+0.8% |
| Participation rate | 45.5% | 59.7%-14.1pp | 68.7%-23.2pp | 67.2%-21.7pp |
| Annual return | 10.87% | 81.83%-71.0pp | 133.20%-122.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $784 | $1,264-38.0% | $2,420-67.6% | $2,623-70.1% |
| Participant deferral / active EE | $1,548 | $3,050-49.2% | $4,411-64.9% | $4,346-64.4% |
| Admin fee / account holder | $3,501 | $3,021+15.9% | $8,285-57.7% | $1,942+80.3% |