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 | $79,863 | $72,277+10.5% | $101,248-21.1% | $79,8580% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 24.27% | 22.30%+2.0pp | 46.47%-22.2pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,300 | $2,692-51.7% | $3,660-64.5% | $2,471-47.4% |
| Participant deferral / active EE | $2,900 | $3,282-11.6% | $4,370-33.7% | $3,740-22.5% |
| Admin fee / account holder | $464 | $4,400-89.5% | $5,945-92.2% | $5,306-91.3% |