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 | $104,849 | $91,037+15.2% | $71,671+46.3% | $147,584-29.0% |
| Participation rate | 61.5% | 76.1%-14.6pp | 68.7%-7.2pp | 82.8%-21.3pp |
| Annual return | 13.14% | 20.48%-7.3pp | 20.65%-7.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $895 | $3,327-73.1% | $2,460-63.6% | $4,876-81.6% |
| Participant deferral / active EE | $2,021 | $4,498-55.1% | $3,438-41.2% | $5,439-62.8% |
| Admin fee / account holder | $671 | $8,613-92.2% | $5,558-87.9% | $10,885-93.8% |