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 | $72,688 | $65,561+10.9% | $86,188-15.7% | $75,163-3.3% |
| Participation rate | 55.9% | 60.5%-4.6pp | 69.0%-13.0pp | 67.2%-11.3pp |
| Annual return | 13.83% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $690 | $1,553-55.5% | $2,380-71.0% | $2,670-74.1% |
| Participant deferral / active EE | $2,394 | $3,024-20.8% | $3,985-39.9% | $4,125-42.0% |
| Admin fee / account holder | $10,228 | $5,474+86.8% | $6,852+49.3% | $5,651+81.0% |