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 | $58,913 | $65,561-10.1% | $86,188-31.6% | $75,163-21.6% |
| Participation rate | 37.3% | 60.5%-23.2pp | 69.0%-31.6pp | 67.2%-29.9pp |
| Annual return | 13.19% | 46.05%-32.9pp | 1168.45%-1155.3pp | 160.62%-147.4pp |
| Employer contribution / active EE | $368 | $1,553-76.3% | $2,380-84.5% | $2,670-86.2% |
| Participant deferral / active EE | $1,806 | $3,024-40.3% | $3,985-54.7% | $4,125-56.2% |
| Admin fee / account holder | $2,880 | $5,474-47.4% | $6,852-58.0% | $5,651-49.0% |