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 | $84,021 | $52,279+60.7% | $89,391-6.0% | $79,858+5.2% |
| Participation rate | 41.2% | 57.5%-16.4pp | 68.0%-26.8pp | 69.6%-28.5pp |
| Annual return | 18.25% | 22.16%-3.9pp | 245.62%-227.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,182 | $1,572-24.8% | $2,586-54.3% | $2,471-52.2% |
| Participant deferral / active EE | $1,769 | $2,740-35.5% | $3,890-54.5% | $3,740-52.7% |
| Admin fee / account holder | $1,092 | $3,356-67.5% | $4,881-77.6% | $5,306-79.4% |