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 | $60,349 | $53,516+12.8% | $126,539-52.3% | $84,808-28.8% |
| Participation rate | 28.9% | 58.2%-29.4pp | 69.8%-40.9pp | 68.3%-39.4pp |
| Annual return | 16.38% | 58.34%-42.0pp | 425.95%-409.6pp | 40.90%-24.5pp |
| Employer contribution / active EE | $551 | $1,535-64.1% | $3,674-85.0% | $2,631-79.1% |
| Participant deferral / active EE | $2,077 | $2,671-22.2% | $4,083-49.1% | $4,212-50.7% |
| Admin fee / account holder | $30,165 | $4,497+570.8% | $6,065+397.4% | $7,344+310.8% |