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 | $64,840 | $65,561-1.1% | $86,188-24.8% | $75,163-13.7% |
| Participation rate | 42.9% | 60.5%-17.6pp | 69.0%-26.1pp | 67.2%-24.3pp |
| Annual return | 16.67% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $682 | $1,553-56.1% | $2,380-71.4% | $2,670-74.5% |
| Participant deferral / active EE | $1,436 | $3,024-52.5% | $3,985-64.0% | $4,125-65.2% |
| Admin fee / account holder | $3,112 | $5,474-43.1% | $6,852-54.6% | $5,651-44.9% |