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 | $97,812 | $63,346+54.4% | $92,233+6.0% | $70,131+39.5% |
| Participation rate | 48.8% | 68.7%-19.8pp | 76.5%-27.6pp | 69.5%-20.7pp |
| Annual return | 18.19% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,010 | $2,471-59.1% | $3,679-72.6% | $2,342-56.9% |
| Participant deferral / active EE | $2,880 | $2,854+0.9% | $3,897-26.1% | $3,332-13.6% |
| Admin fee / account holder | $3,132 | $3,840-18.4% | $5,194-39.7% | $4,645-32.6% |