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 | $73,367 | $49,922+47.0% | $80,569-8.9% | $75,163-2.4% |
| Participation rate | 17.1% | 55.3%-38.2pp | 67.0%-49.9pp | 67.2%-50.1pp |
| Annual return | 16.53% | 34.69%-18.2pp | 935.43%-918.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $684 | $1,698-59.7% | $2,723-74.9% | $2,670-74.4% |
| Participant deferral / active EE | $2,080 | $2,990-30.5% | $4,447-53.2% | $4,125-49.6% |
| Admin fee / account holder | $4,410 | $3,577+23.3% | $5,377-18.0% | $5,651-22.0% |