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 | $71,980 | $59,402+21.2% | $93,654-23.1% | $74,546-3.4% |
| Participation rate | 46.7% | 59.7%-13.0pp | 68.7%-22.0pp | 67.2%-20.5pp |
| Annual return | 15.35% | 81.86%-66.5pp | 133.34%-118.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,315 | $1,265+4.0% | $2,421-45.7% | $2,624-49.9% |
| Participant deferral / active EE | $1,904 | $3,049-37.6% | $4,413-56.9% | $4,347-56.2% |
| Admin fee / account holder | $1,589 | $3,023-47.4% | $8,282-80.8% | $1,944-18.2% |