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 | $53,933 | $65,561-17.7% | $86,188-37.4% | $75,163-28.2% |
| Participation rate | 58.6% | 60.5%-1.9pp | 69.0%-10.3pp | 67.2%-8.6pp |
| Annual return | 12.90% | 46.05%-33.2pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $383 | $1,553-75.4% | $2,380-83.9% | $2,670-85.7% |
| Participant deferral / active EE | $3,212 | $3,024+6.2% | $3,985-19.4% | $4,125-22.1% |
| Admin fee / account holder | $2,103 | $5,474-61.6% | $6,852-69.3% | $5,651-62.8% |