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 | $46,321 | $65,561-29.3% | $86,188-46.3% | $75,163-38.4% |
| Participation rate | 41.3% | 60.5%-19.2pp | 69.0%-27.7pp | 67.2%-25.9pp |
| Annual return | 14.04% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $851 | $1,553-45.2% | $2,380-64.2% | $2,670-68.1% |
| Participant deferral / active EE | $2,038 | $3,024-32.6% | $3,985-48.9% | $4,125-50.6% |
| Admin fee / account holder | $26,959 | $5,474+392.5% | $6,852+293.5% | $5,651+377.1% |