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 | $53,344 | $65,561-18.6% | $86,188-38.1% | $75,163-29.0% |
| Participation rate | 49.2% | 60.5%-11.3pp | 69.0%-19.8pp | 67.2%-18.0pp |
| Annual return | 18.01% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,941 | $1,553+89.4% | $2,380+23.5% | $2,670+10.1% |
| Participant deferral / active EE | $2,947 | $3,024-2.5% | $3,985-26.0% | $4,125-28.6% |
| Admin fee / account holder | $1,739 | $5,474-68.2% | $6,852-74.6% | $5,651-69.2% |