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 | $31,428 | $65,561-52.1% | $86,188-63.5% | $75,163-58.2% |
| Participation rate | 37.5% | 60.5%-23.0pp | 69.0%-31.5pp | 67.2%-29.7pp |
| Annual return | 21.49% | 46.05%-24.6pp | 1168.45%-1147.0pp | 160.62%-139.1pp |
| Employer contribution / active EE | $490 | $1,553-68.5% | $2,380-79.4% | $2,670-81.7% |
| Participant deferral / active EE | $2,659 | $3,024-12.1% | $3,985-33.3% | $4,125-35.6% |
| Admin fee / account holder | $7,764 | $5,474+41.8% | $6,852+13.3% | $5,651+37.4% |