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 | $96,316 | $57,281+68.1% | $86,612+11.2% | $75,163+28.1% |
| Participation rate | 50.9% | 63.2%-12.3pp | 71.7%-20.8pp | 67.2%-16.2pp |
| Annual return | 17.56% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,433 | $2,314-38.1% | $3,022-52.6% | $2,670-46.3% |
| Participant deferral / active EE | $3,535 | $3,318+6.5% | $4,438-20.3% | $4,125-14.3% |
| Admin fee / account holder | $1,503 | $4,112-63.4% | $5,614-73.2% | $5,651-73.4% |