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 | $42,453 | $39,019+8.8% | $80,716-47.4% | $85,850-50.5% |
| Participation rate | 53.8% | 41.5%+12.3pp | 54.2%-0.3pp | 69.3%-15.5pp |
| Annual return | 11.53% | 26.27%-14.7pp | 87.28%-75.7pp | 318.53%-307.0pp |
| Employer contribution / active EE | $540 | $722-25.2% | $1,160-53.4% | $2,565-78.9% |
| Participant deferral / active EE | $1,566 | $1,326+18.1% | $2,146-27.0% | $3,952-60.4% |
| Admin fee / account holder | $19,341 | $2,431+695.7% | $3,380+472.2% | $6,260+209.0% |