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 | $63,372 | $65,561-3.3% | $86,188-26.5% | $75,163-15.7% |
| Participation rate | 43.5% | 60.5%-16.9pp | 69.0%-25.4pp | 67.2%-23.6pp |
| Annual return | 15.61% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,981 | $1,553+27.6% | $2,380-16.8% | $2,670-25.8% |
| Participant deferral / active EE | $5,228 | $3,024+72.9% | $3,985+31.2% | $4,125+26.7% |
| Admin fee / account holder | $1,879 | $5,474-65.7% | $6,852-72.6% | $5,651-66.8% |