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 | $78,225 | $59,402+31.7% | $93,654-16.5% | $74,546+4.9% |
| Participation rate | 32.0% | 59.7%-27.6pp | 68.7%-36.7pp | 67.2%-35.2pp |
| Annual return | 15.53% | 81.86%-66.3pp | 133.34%-117.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $460 | $1,265-63.6% | $2,421-81.0% | $2,624-82.5% |
| Participant deferral / active EE | $1,492 | $3,049-51.1% | $4,413-66.2% | $4,347-65.7% |
| Admin fee / account holder | $7,878 | $3,023+160.6% | $8,282-4.9% | $1,944+305.3% |