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 | $29,400 | $49,173-40.2% | $121,098-75.7% | $75,163-60.9% |
| Participation rate | 55.7% | 55.4%+0.3pp | 69.5%-13.8pp | 67.2%-11.5pp |
| Annual return | 19.01% | 55.99%-37.0pp | 985.75%-966.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $381 | $1,546-75.4% | $4,164-90.9% | $2,670-85.7% |
| Participant deferral / active EE | $2,991 | $2,628+13.8% | $4,080-26.7% | $4,125-27.5% |
| Admin fee / account holder | $1,254 | $3,942-68.2% | $5,644-77.8% | $5,651-77.8% |