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 | $69,079 | $57,281+20.6% | $86,612-20.2% | $75,163-8.1% |
| Participation rate | 36.0% | 63.2%-27.2pp | 71.7%-35.7pp | 67.2%-31.2pp |
| Annual return | 16.64% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,202 | $2,314-48.1% | $3,022-60.2% | $2,670-55.0% |
| Participant deferral / active EE | $3,260 | $3,318-1.7% | $4,438-26.5% | $4,125-21.0% |
| Admin fee / account holder | $547 | $4,112-86.7% | $5,614-90.3% | $5,651-90.3% |