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 | $58,614 | $49,173+19.2% | $121,098-51.6% | $75,163-22.0% |
| Participation rate | 37.8% | 55.4%-17.6pp | 69.5%-31.6pp | 67.2%-29.4pp |
| Annual return | 15.12% | 55.99%-40.9pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $366 | $1,546-76.3% | $4,164-91.2% | $2,670-86.3% |
| Participant deferral / active EE | $1,425 | $2,628-45.8% | $4,080-65.1% | $4,125-65.5% |
| Admin fee / account holder | $4,499 | $3,942+14.1% | $5,644-20.3% | $5,651-20.4% |