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 | $78,650 | $59,417+32.4% | $93,606-16.0% | $74,495+5.6% |
| Participation rate | 38.9% | 59.7%-20.8pp | 68.7%-29.9pp | 67.2%-28.3pp |
| Annual return | 13.19% | 81.83%-68.6pp | 133.20%-120.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $864 | $1,264-31.7% | $2,420-64.3% | $2,623-67.1% |
| Participant deferral / active EE | $3,117 | $3,050+2.2% | $4,411-29.3% | $4,346-28.3% |
| Admin fee / account holder | $4,270 | $3,021+41.3% | $8,285-48.5% | $1,942+119.9% |