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 | $45,176 | $65,561-31.1% | $86,188-47.6% | $75,163-39.9% |
| Participation rate | 46.9% | 60.5%-13.6pp | 69.0%-22.1pp | 67.2%-20.3pp |
| Annual return | 21.14% | 46.05%-24.9pp | 1168.45%-1147.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $551 | $1,553-64.5% | $2,380-76.9% | $2,670-79.4% |
| Participant deferral / active EE | $3,520 | $3,024+16.4% | $3,985-11.7% | $4,125-14.7% |
| Admin fee / account holder | $7,461 | $5,474+36.3% | $6,852+8.9% | $5,651+32.0% |