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 | $72,940 | $65,561+11.3% | $86,188-15.4% | $75,163-3.0% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.0%-15.6pp | 67.2%-13.9pp |
| Annual return | 13.82% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $387 | $1,553-75.1% | $2,380-83.8% | $2,670-85.5% |
| Participant deferral / active EE | $2,927 | $3,024-3.2% | $3,985-26.6% | $4,125-29.1% |
| Admin fee / account holder | $13,801 | $5,474+152.1% | $6,852+101.4% | $5,651+144.2% |