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 | $35,079 | $27,915+25.7% | $58,482-40.0% | $75,163-53.3% |
| Participation rate | 26.5% | 38.8%-12.4pp | 50.9%-24.4pp | 67.2%-40.7pp |
| Annual return | 17.55% | 44.20%-26.7pp | 4239.32%-4221.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,004 | $669+50.1% | $1,053-4.7% | $2,670-62.4% |
| Participant deferral / active EE | $1,350 | $1,201+12.4% | $1,924-29.8% | $4,125-67.3% |
| Admin fee / account holder | $1,105 | $1,726-36.0% | $2,516-56.1% | $5,651-80.5% |