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 | $77,968 | $57,281+36.1% | $86,612-10.0% | $75,163+3.7% |
| Participation rate | 49.5% | 63.2%-13.7pp | 71.7%-22.2pp | 67.2%-17.7pp |
| Annual return | 23.36% | 2670.75%-2647.4pp | 591.07%-567.7pp | 160.62%-137.3pp |
| Employer contribution / active EE | $890 | $2,314-61.6% | $3,022-70.6% | $2,670-66.7% |
| Participant deferral / active EE | $3,908 | $3,318+17.8% | $4,438-11.9% | $4,125-5.3% |
| Admin fee / account holder | $1,438 | $4,112-65.0% | $5,614-74.4% | $5,651-74.6% |