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 | $43,048 | $65,561-34.3% | $86,188-50.1% | $75,163-42.7% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.1pp | 67.2%-22.4pp |
| Annual return | 17.03% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $765 | $1,553-50.7% | $2,380-67.8% | $2,670-71.3% |
| Participant deferral / active EE | $2,183 | $3,024-27.8% | $3,985-45.2% | $4,125-47.1% |
| Admin fee / account holder | $3,075 | $5,474-43.8% | $6,852-55.1% | $5,651-45.6% |