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 | $52,353+15.3% | $120,225-49.8% | $82,448-26.8% |
| Participation rate | 28.9% | 58.3%-29.4pp | 69.6%-40.7pp | 68.1%-39.2pp |
| Annual return | 16.38% | 61.85%-45.5pp | 439.23%-422.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $551 | $1,510-63.5% | $3,475-84.2% | $2,551-78.4% |
| Participant deferral / active EE | $2,077 | $2,627-20.9% | $3,999-48.1% | $4,139-49.8% |
| Admin fee / account holder | $30,165 | $4,363+591.4% | $5,696+429.5% | $7,234+317.0% |