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 | $60,918 | $59,402+2.6% | $93,654-35.0% | $74,546-18.3% |
| Participation rate | 46.3% | 59.7%-13.4pp | 68.7%-22.4pp | 67.2%-20.9pp |
| Annual return | 13.78% | 81.86%-68.1pp | 133.34%-119.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $776 | $1,265-38.7% | $2,421-68.0% | $2,624-70.4% |
| Participant deferral / active EE | $2,390 | $3,049-21.6% | $4,413-45.8% | $4,347-45.0% |
| Admin fee / account holder | $1,346 | $3,023-55.5% | $8,282-83.7% | $1,944-30.7% |