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 | $51,009 | $65,561-22.2% | $86,188-40.8% | $75,163-32.1% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 16.04% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,105 | $1,553-28.8% | $2,380-53.6% | $2,670-58.6% |
| Participant deferral / active EE | $2,379 | $3,024-21.3% | $3,985-40.3% | $4,125-42.3% |
| Admin fee / account holder | $1,344 | $5,474-75.4% | $6,852-80.4% | $5,651-76.2% |