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 | $50,024 | $85,766-41.7% | $136,294-63.3% | $70,131-28.7% |
| Participation rate | 52.6% | 74.2%-21.6pp | 81.9%-29.4pp | 69.5%-17.0pp |
| Annual return | 17.24% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,494 | $2,966-49.6% | $4,695-68.2% | $2,342-36.2% |
| Participant deferral / active EE | $2,378 | $5,051-52.9% | $6,247-61.9% | $3,332-28.6% |
| Admin fee / account holder | $2,464 | $5,420-54.5% | $9,243-73.3% | $4,645-47.0% |