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 | $57,135 | $78,422-27.1% | $95,952-40.5% | $79,858-28.5% |
| Participation rate | 50.6% | 73.5%-22.9pp | 77.1%-26.5pp | 69.6%-19.0pp |
| Annual return | 6185.79% | 19.37%+6166.4pp | 91.61%+6094.2pp | 31.71%+6154.1pp |
| Employer contribution / active EE | $857 | $1,945-55.9% | $2,541-66.3% | $2,471-65.3% |
| Participant deferral / active EE | $1,625 | $3,440-52.8% | $4,167-61.0% | $3,740-56.6% |
| Admin fee / account holder | $7,827 | $5,622+39.2% | $6,795+15.2% | $5,306+47.5% |