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 | $48,903 | $65,561-25.4% | $86,188-43.3% | $75,163-34.9% |
| Participation rate | 51.3% | 60.5%-9.2pp | 69.0%-17.7pp | 67.2%-15.9pp |
| Annual return | 17.90% | 46.05%-28.2pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,091 | $1,553-29.7% | $2,380-54.1% | $2,670-59.1% |
| Participant deferral / active EE | $2,975 | $3,024-1.6% | $3,985-25.3% | $4,125-27.9% |
| Admin fee / account holder | $2,540 | $5,474-53.6% | $6,852-62.9% | $5,651-55.0% |