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 | $57,633 | $49,173+17.2% | $121,098-52.4% | $75,163-23.3% |
| Participation rate | 52.6% | 55.4%-2.8pp | 69.5%-16.9pp | 67.2%-14.6pp |
| Annual return | 18.07% | 55.99%-37.9pp | 985.75%-967.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,160 | $1,546-24.9% | $4,164-72.1% | $2,670-56.5% |
| Participant deferral / active EE | $3,659 | $2,628+39.2% | $4,080-10.3% | $4,125-11.3% |
| Admin fee / account holder | $4,866 | $3,942+23.4% | $5,644-13.8% | $5,651-13.9% |