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 | $24,073 | $65,409-63.2% | $98,442-75.5% | $85,850-72.0% |
| Participation rate | 45.5% | 65.0%-19.5pp | 73.3%-27.9pp | 69.3%-23.9pp |
| Annual return | 175.33% | 21.76%+153.6pp | 1492.73%-1317.4pp | 318.53%-143.2pp |
| Employer contribution / active EE | $520 | $2,168-76.0% | $2,960-82.4% | $2,565-79.7% |
| Participant deferral / active EE | $1,252 | $3,166-60.5% | $4,276-70.7% | $3,952-68.3% |
| Admin fee / account holder | $7,859 | $4,593+71.1% | $5,949+32.1% | $6,260+25.5% |