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 | $58,913 | $65,561-10.1% | $86,188-31.6% | $75,163-21.6% |
| Participation rate | 34.4% | 60.5%-26.1pp | 69.0%-34.6pp | 67.2%-32.8pp |
| Annual return | 17.53% | 46.05%-28.5pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,023 | $1,553-34.1% | $2,380-57.0% | $2,670-61.7% |
| Participant deferral / active EE | $1,295 | $3,024-57.2% | $3,985-67.5% | $4,125-68.6% |
| Admin fee / account holder | $4,080 | $5,474-25.5% | $6,852-40.5% | $5,651-27.8% |