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 | $63,285 | $65,561-3.5% | $86,188-26.6% | $75,163-15.8% |
| Participation rate | 48.3% | 60.5%-12.2pp | 69.0%-20.7pp | 67.2%-18.9pp |
| Annual return | 23.18% | 46.05%-22.9pp | 1168.45%-1145.3pp | 160.62%-137.4pp |
| Employer contribution / active EE | $551 | $1,553-64.5% | $2,380-76.9% | $2,670-79.4% |
| Participant deferral / active EE | $1,641 | $3,024-45.7% | $3,985-58.8% | $4,125-60.2% |
| Admin fee / account holder | $1,375 | $5,474-74.9% | $6,852-79.9% | $5,651-75.7% |