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 | $23,101 | $65,561-64.8% | $86,188-73.2% | $75,163-69.3% |
| Participation rate | 64.3% | 60.5%+3.8pp | 69.0%-4.7pp | 67.2%-2.9pp |
| Annual return | 13.87% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $607 | $1,553-60.9% | $2,380-74.5% | $2,670-77.3% |
| Participant deferral / active EE | $1,591 | $3,024-47.4% | $3,985-60.1% | $4,125-61.4% |
| Admin fee / account holder | $5,558 | $5,474+1.5% | $6,852-18.9% | $5,651-1.6% |