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 | $57,724 | $65,561-12.0% | $86,188-33.0% | $75,163-23.2% |
| Participation rate | 37.0% | 60.5%-23.5pp | 69.0%-31.9pp | 67.2%-30.2pp |
| Annual return | 13.20% | 46.05%-32.8pp | 1168.45%-1155.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $937 | $1,553-39.7% | $2,380-60.6% | $2,670-64.9% |
| Participant deferral / active EE | $2,003 | $3,024-33.8% | $3,985-49.7% | $4,125-51.4% |
| Admin fee / account holder | $26,709 | $5,474+387.9% | $6,852+289.8% | $5,651+372.7% |