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 | $72,830 | $65,561+11.1% | $86,188-15.5% | $75,163-3.1% |
| Participation rate | 39.6% | 60.5%-20.9pp | 69.0%-29.3pp | 67.2%-27.6pp |
| Annual return | 13.59% | 46.05%-32.5pp | 1168.45%-1154.9pp | 160.62%-147.0pp |
| Employer contribution / active EE | $375 | $1,553-75.9% | $2,380-84.3% | $2,670-86.0% |
| Participant deferral / active EE | $2,302 | $3,024-23.9% | $3,985-42.2% | $4,125-44.2% |
| Admin fee / account holder | $3,982 | $5,474-27.3% | $6,852-41.9% | $5,651-29.5% |