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 | $67,637 | $47,105+43.6% | $68,368-1.1% | $67,986-0.5% |
| Participation rate | 27.5% | 51.8%-24.3pp | 73.8%-46.3pp | 57.2%-29.7pp |
| Annual return | 16.43% | 48.37%-31.9pp | 292.57%-276.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $692 | $1,859-62.8% | $2,649-73.9% | $2,019-65.7% |
| Participant deferral / active EE | $1,575 | $2,374-33.7% | $4,123-61.8% | $3,358-53.1% |
| Admin fee / account holder | $3,884 | $2,435+59.5% | $5,150-24.6% | $3,203+21.3% |