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 | $72,025 | $60,124+19.8% | $90,404-20.3% | $79,858-9.8% |
| Participation rate | 48.4% | 65.0%-16.5pp | 72.7%-24.2pp | 69.6%-21.2pp |
| Annual return | 19.65% | 71.94%-52.3pp | 1293.02%-1273.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,605 | $2,068-22.4% | $3,262-50.8% | $2,471-35.1% |
| Participant deferral / active EE | $2,853 | $2,938-2.9% | $3,963-28.0% | $3,740-23.7% |
| Admin fee / account holder | $2,080 | $3,976-47.7% | $5,611-62.9% | $5,306-60.8% |