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 | $43,003 | $65,561-34.4% | $86,188-50.1% | $75,163-42.8% |
| Participation rate | 55.4% | 60.5%-5.1pp | 69.0%-13.6pp | 67.2%-11.8pp |
| Annual return | 12.91% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,074 | $1,553-30.8% | $2,380-54.9% | $2,670-59.8% |
| Participant deferral / active EE | $2,180 | $3,024-27.9% | $3,985-45.3% | $4,125-47.1% |
| Admin fee / account holder | $14,189 | $5,474+159.2% | $6,852+107.1% | $5,651+151.1% |