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 | $59,375 | $43,723+35.8% | $121,196-51.0% | $64,186-7.5% |
| Participation rate | 47.8% | 58.3%-10.6pp | 71.7%-24.0pp | 69.6%-21.8pp |
| Annual return | 12.55% | 68.91%-56.4pp | 16.93%-4.4pp | 7.63%+4.9pp |
| Employer contribution / active EE | $724 | $1,296-44.2% | $4,022-82.0% | $2,381-69.6% |
| Participant deferral / active EE | $1,913 | $2,280-16.1% | $3,344-42.8% | $3,470-44.9% |
| Admin fee / account holder | $11,991 | $3,501+242.5% | $5,019+138.9% | $4,888+145.3% |