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 | $65,940 | $31,310+110.6% | $53,898+22.3% | $74,304-11.3% |
| Participation rate | 11.5% | 30.7%-19.2pp | 55.0%-43.5pp | 60.3%-48.9pp |
| Annual return | 21.12% | 23.16%-2.0pp | 528.60%-507.5pp | 29.43%-8.3pp |
| Employer contribution / active EE | $418 | $450-7.0% | $932-55.1% | $2,241-81.3% |
| Participant deferral / active EE | $723 | $934-22.6% | $1,826-60.4% | $3,767-80.8% |
| Admin fee / account holder | $1,434 | $2,175-34.1% | $2,491-42.4% | $2,969-51.7% |