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 | $48,407 | $30,400+59.2% | $53,898-10.2% | $84,808-42.9% |
| Participation rate | 41.3% | 46.4%-5.2pp | 55.0%-13.7pp | 68.3%-27.1pp |
| Annual return | 23.24% | 500.19%-476.9pp | 528.60%-505.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $291 | $603-51.7% | $932-68.8% | $2,631-88.9% |
| Participant deferral / active EE | $1,273 | $1,199+6.2% | $1,826-30.3% | $4,212-69.8% |
| Admin fee / account holder | $2,258 | $1,993+13.3% | $2,491-9.4% | $7,344-69.3% |